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
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$609K
3
+$509K
4
LEAF
Leaf Group Ltd.
LEAF
+$424K
5
RACE icon
Ferrari
RACE
+$383K

Top Sells

1
+$65M
2
+$49.9M
3
+$48M
4
XOM icon
Exxon Mobil
XOM
+$37.8M
5
GE icon
GE Aerospace
GE
+$33.6M

Sector Composition

1 Technology 14.34%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.28%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
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977
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978
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979
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980
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981
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982
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983
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984
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985
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986
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987
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988
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989
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990
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-9,726
991
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992
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993
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994
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995
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996
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997
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998
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-6,254
999
– –
-5,818
1000
– –
-10,893
38 39
40
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