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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$499K 0.01%
57,363
-12,332
952
$498K 0.01%
11,050
-6,527
953
$489K 0.01%
32,487
-19,119
954
$485K 0.01%
12,431
-6,840
955
$484K 0.01%
11,775
-6,888
956
$484K 0.01%
53,409
-30,662
957
$478K 0.01%
20,131
-11,738
958
$477K 0.01%
13,912
-8,296
959
$474K 0.01%
25,964
-15,225
960
$471K 0.01%
+12,964
961
$471K 0.01%
33,953
-33,668
962
$470K 0.01%
14,859
-8,652
963
$469K 0.01%
11,824
-6,782
964
$456K 0.01%
21,635
-13,164
965
$456K 0.01%
19,237
-10,836
966
$456K 0.01%
23,923
-12,421
967
$455K 0.01%
1,870
-881
968
$450K 0.01%
32,825
-20,499
969
$449K 0.01%
6,433
-3,617
970
$444K 0.01%
6,300
-3,674
971
$443K 0.01%
20,702
-11,034
972
$441K 0.01%
31,656
-18,382
973
$439K 0.01%
10,399
-5,208
974
$428K 0.01%
18,240
-10,030
975
$414K 0.01%
7,809
-4,365
37 38
39
40 41