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
$560M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$692K
3
+$448K
4
UBER icon
Uber
UBER
+$306K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1
+$4.87M
2
+$1.22M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$759K
5
AMZN icon
Amazon
AMZN
+$486K

Sector Composition

1 Technology 16.76%
2 Financials 11.84%
3 Healthcare 10.89%
4 Communication Services 7.93%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$996K 0.18%
18,521
-683
102
$991K 0.18%
8,899
-312
103
$985K 0.18%
5,484
-252
104
$979K 0.17%
10,730
-477
105
$976K 0.17%
15,329
-677
106
$964K 0.17%
4,405
-150
107
$962K 0.17%
8,316
-351
108
$961K 0.17%
3,669
-159
109
$948K 0.17%
39,291
-2,409
110
$947K 0.17%
5,465
-247
111
$939K 0.17%
23,362
-820
112
$927K 0.17%
20,492
-853
113
$921K 0.16%
19,356
-1,297
114
$906K 0.16%
4,123
-178
115
$905K 0.16%
3,049
-172
116
$893K 0.16%
7,834
-249
117
$890K 0.16%
7,992
-323
118
$879K 0.16%
1,748
-73
119
$876K 0.16%
17,128
-1,332
120
$869K 0.16%
6,116
-257
121
$865K 0.15%
4,155
-195
122
$857K 0.15%
4,404
-144
123
$853K 0.15%
12,397
-518
124
$848K 0.15%
2,314
-128
125
$847K 0.15%
8,231
-303
3 4
5
6 7