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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.74M 0.21%
78,140
+314
102
$5.73M 0.21%
73,433
-4,828
103
$5.68M 0.2%
29,573
-605
104
$5.67M 0.2%
59,899
-1,391
105
$5.63M 0.2%
44,751
-686
106
$5.58M 0.2%
148,252
-8,320
107
$5.56M 0.2%
77,307
-983
108
$5.52M 0.2%
137,890
-8,158
109
$5.46M 0.2%
38,998
-691
110
$5.45M 0.2%
44,179
-88
111
$5.37M 0.19%
184,044
-22,994
112
$5.26M 0.19%
190,179
+4,314
113
$5.25M 0.19%
112,596
+2,193
114
$5.24M 0.19%
62,568
-4,881
115
$5.15M 0.19%
32,933
-2,157
116
$5.1M 0.18%
19,371
+479
117
$5.07M 0.18%
53,811
-1,319
118
$5.03M 0.18%
188,010
-10,943
119
$5.02M 0.18%
137,198
-1
120
$5.01M 0.18%
21,885
-1,714
121
$4.87M 0.17%
252,336
+20,769
122
$4.86M 0.17%
59,510
-10,808
123
$4.83M 0.17%
68,482
-1,541
124
$4.8M 0.17%
28,140
+154
125
$4.72M 0.17%
124,545
-3,065
3 4
5
6 7