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
$5.22B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$6.72M
3
+$5.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.63M

Top Sells

1
+$53.3M
2
+$6.3M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.84M
5
ALTR
Altera Corp
ALTR
+$3.57M

Sector Composition

1 Financials 14.59%
2 Healthcare 14.43%
3 Technology 13.33%
4 Industrials 9.99%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$356K 0.01%
+9,726
977
$354K 0.01%
+4,408
978
$352K 0.01%
21,755
+1,637
979
$352K 0.01%
18,319
+1,379
980
$350K 0.01%
+806
981
$349K 0.01%
21,638
+3,995
982
$348K 0.01%
12,858
+888
983
$344K 0.01%
59,883
+16,134
984
$337K 0.01%
66,280
+8,068
985
$335K 0.01%
14,977
+1,127
986
$332K 0.01%
18,576
+1,398
987
$329K 0.01%
54,103
+4,072
988
$328K 0.01%
20,777
+1,564
989
$327K 0.01%
+4,984
990
$326K 0.01%
+10,893
991
$326K 0.01%
14,759
+1,111
992
$325K 0.01%
20,526
+1,545
993
$324K 0.01%
+5,014
994
$321K 0.01%
37,045
+2,788
995
$320K 0.01%
14,481
+1,090
996
$316K 0.01%
+8,928
997
$313K 0.01%
14,836
+1,117
998
$312K 0.01%
+6,039
999
$307K 0.01%
+8,692
1000
$306K 0.01%
15,588
+1,173
38 39
40
41 42