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
101
$10.6M 0.2%
293,532
-898
102
$10.6M 0.2%
107,309
-8,582
103
$10.5M 0.2%
143,984
-237
104
$10.4M 0.2%
19,182
+103
105
$10.4M 0.2%
30,506
-20
106
$10.3M 0.2%
220,950
-247
107
$10.3M 0.2%
69,200
+305
108
$10.1M 0.19%
52,716
+23
109
$10M 0.19%
239,318
+1,257
110
$10M 0.19%
147,107
+538
111
$9.97M 0.19%
102,865
-187
112
$9.77M 0.19%
144,384
-124
113
$9.72M 0.19%
191,805
+3,212
114
$9.71M 0.19%
70,679
-116
115
$9.66M 0.19%
114,052
-216
116
$9.64M 0.18%
133,500
+438
117
$9.46M 0.18%
133,633
+23
118
$9.32M 0.18%
79,740
+222
119
$9.29M 0.18%
74,644
+410
120
$9.28M 0.18%
201,149
-343
121
$9.2M 0.18%
85,078
+113
122
$9.19M 0.18%
279,013
-420
123
$9.15M 0.18%
62,553
-50
124
$9.06M 0.17%
624,190
-1,740
125
$8.97M 0.17%
110,129
-172
3 4
5
6 7