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
126
$836K 0.15%
9,975
-324
127
$826K 0.15%
9,264
-388
128
$815K 0.15%
5,223
-143
129
$804K 0.14%
2,336
-97
130
$803K 0.14%
4,397
-183
131
$789K 0.14%
3,986
-84
132
$784K 0.14%
21,419
-730
133
$783K 0.14%
13,287
-680
134
$776K 0.14%
13,055
-433
135
$775K 0.14%
12,070
-571
136
$766K 0.14%
14,914
-507
137
$763K 0.14%
3,249
-134
138
$758K 0.14%
5,007
-194
139
$754K 0.13%
9,954
-140
140
$749K 0.13%
8,090
-464
141
$748K 0.13%
2,317
142
$745K 0.13%
3,837
-250
143
$735K 0.13%
16,032
-191
144
$731K 0.13%
1,253
-35
145
$724K 0.13%
14,384
-928
146
$719K 0.13%
3,726
-150
147
$716K 0.13%
9,201
-369
148
$694K 0.12%
5,047
-197
149
$690K 0.12%
7,303
-298
150
$690K 0.12%
9,053
-363
4 5
6
7 8