IRF
IBM Retirement Fund Portfolio holdings
AUM
$72.1M
1-Year Return
12.05%
This Quarter Return
+6.71%
1 Year Return
-12.05%
3 Year Return
+54.45%
5 Year Return
+100.28%
10 Year Return
–
AUM
$5.22B
AUM Growth
+$501M
(+11%)
Cap. Flow
+$308M
Cap. Flow
% of AUM
5.9%
Top 10 Holdings %
Top 10 Hldgs %
14.9%
Holding
1,144
New
211
Increased
739
Reduced
177
Closed
13
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$54.6M |
| 2 |
Hewlett Packard
HPE
|
$6.72M |
| 3 |
AutoZone
AZO
|
$5.68M |
| 4 |
Intuitive Surgical
ISRG
|
$4.9M |
| 5 |
Chipotle Mexican Grill
CMG
|
$3.63M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$53.3M |
| 2 |
HP
HPQ
|
$6.3M |
| 3 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$4.04M |
| 4 |
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 | 10.01% |
| 5 | Consumer Discretionary | 9.22% |
