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
951
$432K 0.01%
15,006
+1,129
952
$429K 0.01%
114,931
+8,650
953
$426K 0.01%
26,180
+1,973
954
$425K 0.01%
105,002
+12,034
955
$423K 0.01%
+1,976
956
$418K 0.01%
63,448
+4,775
957
$416K 0.01%
+9,836
958
$414K 0.01%
+9,048
959
$413K 0.01%
+8,188
960
$413K 0.01%
32,167
+6,389
961
$404K 0.01%
16,943
+1,275
962
$399K 0.01%
+12,576
963
$392K 0.01%
24,766
+1,864
964
$391K 0.01%
+806
965
$390K 0.01%
+6,014
966
$390K 0.01%
+6,524
967
$387K 0.01%
11,507
+866
968
$386K 0.01%
+9,121
969
$379K 0.01%
19,295
+1,452
970
$373K 0.01%
17,128
-35,367
971
$373K 0.01%
+13,682
972
$371K 0.01%
20,619
+1,552
973
$370K 0.01%
+7,869
974
$363K 0.01%
5,914
+623
975
$361K 0.01%
19,125
+1,439
37 38
39
40 41