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
$590M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.13M
3
+$868K
4
MSFT icon
Microsoft
MSFT
+$782K
5
AMZN icon
Amazon
AMZN
+$636K

Top Sells

1
+$960K
2
+$708K
3
+$624K
4
BTI icon
British American Tobacco
BTI
+$405K
5
LVLT
Level 3 Communications Inc
LVLT
+$233K

Sector Composition

1 Technology 17.54%
2 Financials 17.44%
3 Healthcare 14.22%
4 Communication Services 10.79%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.21%
10,031
+552
127
$1.2M 0.2%
15,771
-329
128
$1.2M 0.2%
6,433
+7
129
$1.19M 0.2%
7,045
-130
130
$1.18M 0.2%
10,662
-275
131
$1.15M 0.2%
7,252
+162
132
$1.15M 0.2%
14,105
-843
133
$1.15M 0.19%
8,703
-116
134
$1.14M 0.19%
12,807
+232
135
$1.14M 0.19%
14,594
-1
136
$1.14M 0.19%
21,264
-649
137
$1.13M 0.19%
+31,350
138
$1.13M 0.19%
14,582
+9
139
$1.12M 0.19%
7,510
-432
140
$1.09M 0.18%
8,172
-99
141
$1.07M 0.18%
19,668
-604
142
$1.07M 0.18%
10,615
-605
143
$1.05M 0.18%
6,082
-17
144
$1.04M 0.18%
9,047
+155
145
$1.04M 0.18%
33,630
+1,875
146
$1.04M 0.18%
6,299
+59
147
$1.02M 0.17%
4,055
-3
148
$1.02M 0.17%
24,555
-750
149
$1.01M 0.17%
6,801
-11
150
$1.01M 0.17%
16,404
-615
4 5
6
7 8