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
$8.11B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$176M
3 +$137M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$128M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$126M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Technology 12.87%
3 Healthcare 12.25%
4 Industrials 10.22%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$722K 0.01%
+25,996
977
$717K 0.01%
+17,658
978
$699K 0.01%
+20,891
979
$680K 0.01%
+37,998
980
$662K 0.01%
+3,449
981
$650K 0.01%
+30,877
982
$646K 0.01%
+20,271
983
$642K 0.01%
+91,392
984
$606K 0.01%
+12,677
985
$589K 0.01%
+14,127
986
$573K 0.01%
+12,460
987
$572K 0.01%
+25,451
988
$559K 0.01%
+39,531
989
$549K 0.01%
+12,478
990
$541K 0.01%
+33,400
991
$536K 0.01%
+31,843
992
$531K 0.01%
+15,094
993
$529K 0.01%
+12,434
994
$518K 0.01%
+31,857
995
$505K 0.01%
+12,717
996
$488K 0.01%
+13,916
997
$475K 0.01%
+46,742
998
$425K 0.01%
+27,968
999
$409K 0.01%
+36,498
1000
$404K 0.01%
+29,267