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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$236K 0.01%
6,247
+87
927
$235K 0.01%
9,875
+178
928
$234K 0.01%
4,481
-525
929
$233K 0.01%
12,255
+1,030
930
$232K 0.01%
13,740
-833
931
$231K 0.01%
6,180
-1,560
932
$228K 0.01%
8,882
-3,436
933
$228K 0.01%
+7,873
934
$227K 0.01%
3,450
-556
935
$226K 0.01%
25,536
+2,776
936
$226K 0.01%
10,840
-839
937
$225K 0.01%
12,759
-859
938
$224K 0.01%
8,098
-1,840
939
$224K 0.01%
12,690
+124
940
$223K 0.01%
3,819
-101
941
$223K 0.01%
85,896
-4,508
942
$222K 0.01%
8,469
+160
943
$220K 0.01%
6,297
-183
944
$219K 0.01%
4,252
-187
945
$218K 0.01%
7,103
-710
946
$218K 0.01%
8,914
+611
947
$217K 0.01%
10,682
+113
948
$214K 0.01%
+438
949
$213K 0.01%
+4,010
950
$212K 0.01%
8,236
-206
36 37
38
39 40