IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$52M
2
+$6.37M
3
+$5.85M
4
CMG icon
Chipotle Mexican Grill
CMG
+$4.62M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.53M

Top Sells

1
+$50.4M
2
+$6.81M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.88M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.27%
4 Industrials 10.05%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14M 0.27%
299,746
-475
77
$13.9M 0.27%
253,398
-154
78
$13.7M 0.26%
96,792
-158
79
$13.5M 0.26%
216,313
+26,070
80
$13.4M 0.26%
949,091
+1,351
81
$13.2M 0.25%
388,626
-617
82
$13M 0.25%
201,194
+375
83
$12.8M 0.24%
68,747
-63
84
$12.7M 0.24%
187,633
+295
85
$12.5M 0.24%
159,482
+114
86
$12.1M 0.23%
471,815
-1,444
87
$12M 0.23%
168,335
-68
88
$12M 0.23%
125,840
-173
89
$11.9M 0.23%
373,808
+1,092
90
$11.8M 0.23%
331,424
+1,250
91
$11.7M 0.23%
1,026,530
-4,490
92
$11.4M 0.22%
121,621
-76
93
$11.3M 0.22%
155,271
+358
94
$11.3M 0.22%
88,496
-168
95
$11.2M 0.22%
272,696
-237
96
$11.2M 0.22%
432,740
+200
97
$11.2M 0.21%
56,552
+165
98
$11M 0.21%
255,633
-503
99
$10.8M 0.21%
131,650
-207
100
$10.7M 0.2%
392,104
-17,902
2 3
4
5 6