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
76
$14.8M 0.29%
541,220
-297,506
77
$14.2M 0.28%
386,710
-212,204
78
$13.7M 0.27%
140,440
-76,884
79
$13.5M 0.27%
365,518
-200,250
80
$13.5M 0.27%
285,927
-157,206
81
$13.2M 0.26%
165,815
-91,061
82
$13.1M 0.26%
85,215
-46,858
83
$13M 0.26%
266,081
-168,807
84
$12.9M 0.26%
182,137
-99,733
85
$12.9M 0.26%
218,992
-120,175
86
$12.6M 0.25%
112,626
-62,106
87
$12.4M 0.25%
185,247
-101,848
88
$12.2M 0.24%
392,462
-216,125
89
$12.2M 0.24%
259,705
-141,280
90
$12.1M 0.24%
100,499
-42,940
91
$11.8M 0.24%
136,512
-74,715
92
$11.7M 0.23%
151,436
-95,783
93
$11.6M 0.23%
150,643
-82,705
94
$11.6M 0.23%
229,706
-126,091
95
$11.2M 0.22%
371,048
-204,162
96
$11M 0.22%
320,222
-13,708
97
$10.9M 0.22%
129,443
-71,024
98
$10.9M 0.22%
103,518
-56,965
99
$10.9M 0.22%
67,043
-36,797
100
$10.6M 0.21%
33,736
-18,485
2 3
4
5 6