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
101
$10.6M 0.21%
149,045
-81,890
102
$10.5M 0.21%
299,407
-164,018
103
$10.5M 0.21%
438,768
-240,156
104
$10.3M 0.21%
58,511
-32,613
105
$10.3M 0.2%
257,387
-141,613
106
$10.3M 0.2%
74,919
-41,424
107
$10.1M 0.2%
119,685
-65,798
108
$10.1M 0.2%
76,347
-50,096
109
$9.97M 0.2%
165,037
-91,065
110
$9.97M 0.2%
76,263
-41,771
111
$9.85M 0.2%
224,634
-122,732
112
$9.77M 0.19%
115,024
-64,494
113
$9.73M 0.19%
157,607
-87,424
114
$9.68M 0.19%
126,945
-70,502
115
$9.64M 0.19%
142,426
-78,049
116
$9.53M 0.19%
37,758
-20,700
117
$9.48M 0.19%
76,516
-42,365
118
$9.2M 0.18%
44,772
-25,143
119
$9.15M 0.18%
122,067
-66,937
120
$9.05M 0.18%
99,789
-54,682
121
$8.91M 0.18%
121,129
-66,766
122
$8.89M 0.18%
100,437
-61,808
123
$8.8M 0.18%
266,814
-146,279
124
$8.73M 0.17%
161,410
-88,916
125
$8.68M 0.17%
87,805
-48,287
3 4
5
6 7