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
126
$8.67M 0.17%
152,073
-83,521
127
$8.59M 0.17%
166,125
-91,506
128
$8.59M 0.17%
153,404
-84,323
129
$8.58M 0.17%
122,436
-67,084
130
$8.48M 0.17%
129,205
-71,139
131
$8.38M 0.17%
77,049
-42,052
132
$8.38M 0.17%
101,204
-55,275
133
$8.35M 0.17%
102,230
-56,629
134
$8.35M 0.17%
168,788
-92,580
135
$8.29M 0.16%
231,466
-127,027
136
$8.24M 0.16%
83,563
-45,769
137
$8.14M 0.16%
101,114
-55,355
138
$7.87M 0.16%
81,128
-44,416
139
$7.87M 0.16%
155,777
-85,355
140
$7.76M 0.15%
91,363
-59,358
141
$7.75M 0.15%
284,231
-155,473
142
$7.74M 0.15%
111,485
-70,521
143
$7.65M 0.15%
50,377
-27,666
144
$7.62M 0.15%
790,239
-432,702
145
$7.57M 0.15%
240,702
-131,526
146
$7.5M 0.15%
92,636
-58,683
147
$7.47M 0.15%
359,558
-229,306
148
$7.45M 0.15%
140,624
-77,440
149
$7.45M 0.15%
213,171
-122,415
150
$7.41M 0.15%
114,119
-62,594
4 5
6
7 8