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
$352M
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$532K

Top Sells

1
+$262M
2
+$79.5M
3
+$50.4M
4
AMZN icon
Amazon
AMZN
+$34.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$34.6M

Sector Composition

1 Technology 14.87%
2 Financials 14.77%
3 Healthcare 14.21%
4 Communication Services 10.06%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$735K 0.21%
11,066
-77,193
102
$735K 0.21%
4,869
-40,671
103
$732K 0.21%
11,658
-86,283
104
$725K 0.21%
2,784
-20,780
105
$725K 0.21%
12,631
-93,658
106
$720K 0.2%
8,519
-63,642
107
$712K 0.2%
1,393
-10,336
108
$711K 0.2%
6,868
-50,992
109
$709K 0.2%
4,982
-36,500
110
$708K 0.2%
13,001
-96,360
111
$704K 0.2%
4,008
-29,772
112
$702K 0.2%
2,402
+1,821
113
$694K 0.2%
5,082
-37,718
114
$680K 0.19%
2,722
-20,178
115
$674K 0.19%
3,312
-24,556
116
$661K 0.19%
31,947
-239,217
117
$659K 0.19%
3,754
-27,866
118
$648K 0.18%
2,937
-21,777
119
$644K 0.18%
3,788
-28,090
120
$631K 0.18%
12,155
-90,055
121
$628K 0.18%
9,567
-71,544
122
$622K 0.18%
21,468
-159,210
123
$621K 0.18%
5,369
-40,157
124
$609K 0.17%
33,141
-245,565
125
$599K 0.17%
9,672
-71,837
3 4
5
6 7