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
126
$8.93M 0.17%
64,070
-28
127
$8.91M 0.17%
148,529
-3
128
$8.73M 0.17%
77,382
-157
129
$8.72M 0.17%
35,218
-30
130
$8.41M 0.16%
145,868
+788
131
$8.36M 0.16%
44,298
-2,766
132
$8.29M 0.16%
117,266
-6,491
133
$8.08M 0.16%
294,168
-318
134
$7.98M 0.15%
53,098
+818
135
$7.81M 0.15%
38,318
+7,280
136
$7.81M 0.15%
163,310
+606
137
$7.8M 0.15%
33,641
-29
138
$7.77M 0.15%
134,435
-140
139
$7.76M 0.15%
89,303
-4,718
140
$7.7M 0.15%
146,638
+130
141
$7.63M 0.15%
82,111
-154
142
$7.58M 0.15%
227,742
-257
143
$7.54M 0.14%
59,920
+574
144
$7.51M 0.14%
56,615
+629
145
$7.39M 0.14%
64,578
+241
146
$7.23M 0.14%
130,357
-274
147
$7.22M 0.14%
88,547
-53
148
$7.19M 0.14%
70,178
+18
149
$7.17M 0.14%
80,369
-92
150
$7.15M 0.14%
189,088
+10,040
4 5
6
7 8