IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
-12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$499K 0.01%
4,400
-33,900
927
$493K 0.01%
19,221
+1,447
928
$489K 0.01%
14,371
+1,082
929
$487K 0.01%
172
+27
930
$483K 0.01%
34,729
+2,614
931
$482K 0.01%
+10,699
932
$481K 0.01%
12,527
+2,100
933
$481K 0.01%
20,918
+2,605
934
$478K 0.01%
26,432
+8,573
935
$477K 0.01%
21,847
+1,644
936
$477K 0.01%
38,586
+2,904
937
$476K 0.01%
177,525
+506
938
$475K 0.01%
20,887
-1
939
$473K 0.01%
16,410
+1,235
940
$470K 0.01%
70,504
+5,306
941
$462K 0.01%
34,275
+2,127
942
$460K 0.01%
14,164
+1,066
943
$458K 0.01%
5,648
+425
944
$456K 0.01%
+5,818
945
$454K 0.01%
4,757
+358
946
$453K 0.01%
+10,500
947
$453K 0.01%
11,386
+857
948
$449K 0.01%
24,285
+1,828
949
$446K 0.01%
+10,217
950
$432K 0.01%
+10,143
36 37
38
39 40