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
$560M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

Sector Composition

1 Technology 16.76%
2 Financials 11.84%
3 Healthcare 10.89%
4 Communication Services 7.93%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.24%
9,100
-579
77
$1.32M 0.23%
23,889
-898
78
$1.31M 0.23%
40,308
79
$1.29M 0.23%
4,285
-208
80
$1.28M 0.23%
2,632
-188
81
$1.26M 0.22%
5,999
-217
82
$1.25M 0.22%
7,329
-277
83
$1.25M 0.22%
21,087
-1,057
84
$1.25M 0.22%
5,434
-333
85
$1.24M 0.22%
4,659
-171
86
$1.23M 0.22%
18,913
-1,096
87
$1.22M 0.22%
5,964
-329
88
$1.22M 0.22%
6,192
-213
89
$1.2M 0.21%
42,870
-930
90
$1.18M 0.21%
9,207
-311
91
$1.18M 0.21%
7,554
-353
92
$1.17M 0.21%
4,295
-157
93
$1.14M 0.2%
4,027
-112
94
$1.13M 0.2%
13,584
-208
95
$1.11M 0.2%
19,703
+7,948
96
$1.1M 0.2%
8,346
-291
97
$1.07M 0.19%
5,587
-265
98
$1.05M 0.19%
5,223
-220
99
$1.03M 0.18%
16,863
-953
100
$1.03M 0.18%
6,437
-460
2 3
4
5 6