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
$8.11B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$176M
3 +$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.87%
3 Healthcare 12.25%
4 Industrials 10.22%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$851K 0.01%
+90,726
952
$850K 0.01%
+26,965
953
$847K 0.01%
+60,973
954
$847K 0.01%
+50,394
955
$844K 0.01%
+26,107
956
$843K 0.01%
+21,040
957
$843K 0.01%
+79,953
958
$838K 0.01%
+20,765
959
$821K 0.01%
+17,432
960
$821K 0.01%
+35,105
961
$818K 0.01%
+50,638
962
$815K 0.01%
+59,038
963
$811K 0.01%
+19,581
964
$807K 0.01%
+95,892
965
$799K 0.01%
+92,335
966
$798K 0.01%
+45,023
967
$777K 0.01%
+12,131
968
$769K 0.01%
+29,584
969
$768K 0.01%
+14,577
970
$766K 0.01%
+131,372
971
$762K 0.01%
+99,320
972
$757K 0.01%
+22,104
973
$745K 0.01%
+267,908
974
$743K 0.01%
+9,582
975
$734K 0.01%
+23,146