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
976
$413K 0.01%
5,169
-2,934
977
$411K 0.01%
21,765
-13,187
978
$408K 0.01%
14,628
-8,139
979
$396K 0.01%
16,063
-5,968
980
$390K 0.01%
10,301
-5,890
981
$386K 0.01%
218,172
982
$373K 0.01%
45,834
-26,226
983
$372K 0.01%
+10,650
984
$366K 0.01%
5,777
-3,149
985
$365K 0.01%
23,331
-13,874
986
$362K 0.01%
7,049
-4,342
987
$359K 0.01%
10,550
-5,978
988
$341K 0.01%
6,333
-3,841
989
$333K 0.01%
17,117
-9,636
990
$332K 0.01%
16,030
-9,236
991
$330K 0.01%
7,104
-3,988
992
$326K 0.01%
14,108
-8,554
993
$307K 0.01%
6,730
-4,158
994
$294K 0.01%
6,829
-3,439
995
$287K 0.01%
+10,879
996
$283K 0.01%
50,977
997
$276K 0.01%
24,847
-13,247
998
$270K 0.01%
4,339
-2,403
999
$270K 0.01%
+9,296
1000
$268K 0.01%
12,451
-5,883
38 39
40
41 42