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
126
$597K 0.17%
3,767
-27,951
127
$589K 0.17%
1,857
-13,769
128
$589K 0.17%
6,701
-53,140
129
$580K 0.16%
3,284
-24,350
130
$574K 0.16%
10,223
-75,812
131
$572K 0.16%
5,807
-42,998
132
$571K 0.16%
2,391
-17,959
133
$570K 0.16%
7,144
-53,441
134
$553K 0.16%
2,832
-24,673
135
$541K 0.15%
9,068
-67,191
136
$535K 0.15%
6,739
-49,992
137
$531K 0.15%
5,028
-37,293
138
$524K 0.15%
6,564
-48,673
139
$523K 0.15%
3,251
-24,008
140
$522K 0.15%
12,079
-120,637
141
$521K 0.15%
6,624
-49,632
142
$516K 0.15%
6,246
-46,263
143
$514K 0.15%
20,790
-154,155
144
$513K 0.15%
2,942
-21,838
145
$511K 0.15%
7,133
-52,852
146
$510K 0.14%
3,511
-26,038
147
$505K 0.14%
4,008
-29,886
148
$505K 0.14%
11,270
-89,224
149
$504K 0.14%
5,099
-37,825
150
$504K 0.14%
3,185
-23,897
4 5
6
7 8