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
951
$209K 0.01%
+6,878
952
$207K 0.01%
+7,541
953
$207K 0.01%
18,130
-101
954
$205K 0.01%
11,052
-329
955
$204K 0.01%
21,175
+645
956
$201K 0.01%
24,435
+82
957
$201K 0.01%
15,857
-1,355
958
$194K 0.01%
11,769
+108
959
$191K 0.01%
14,409
-255
960
$190K 0.01%
4,658
-222
961
$188K 0.01%
68
962
$162K 0.01%
+10,232
963
$156K 0.01%
+12,730
964
$147K 0.01%
16,600
+3,147
965
$142K 0.01%
677
+55
966
$129K ﹤0.01%
+1,152
967
$120K ﹤0.01%
1,849
-424
968
$110K ﹤0.01%
+10,653
969
$108K ﹤0.01%
+2,569
970
$102K ﹤0.01%
12,858
-82,825
971
$86K ﹤0.01%
15,851
-1,519
972
$52K ﹤0.01%
+10,625
973
$51K ﹤0.01%
+358
974
$17K ﹤0.01%
69,395
975
$4K ﹤0.01%
218,172
37 38
39
40 41