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
151
$7.08M 0.14%
208,068
+850
152
$7.07M 0.14%
77,994
-29
153
$7.01M 0.13%
81,145
-106
154
$6.94M 0.13%
119,172
-165
155
$6.94M 0.13%
135,425
-75
156
$6.86M 0.13%
132,311
+3
157
$6.78M 0.13%
73,146
-168
158
$6.77M 0.13%
56,281
-117
159
$6.73M 0.13%
156,296
+1,916
160
$6.73M 0.13%
36,033
-40
161
$6.72M 0.13%
+760,467
162
$6.69M 0.13%
100,838
+634
163
$6.57M 0.13%
66,600
-30
164
$6.52M 0.13%
66,014
-146
165
$6.51M 0.12%
436,427
+17,425
166
$6.5M 0.12%
36,424
-29
167
$6.45M 0.12%
66,815
+43
168
$6.32M 0.12%
68,537
-86
169
$6.32M 0.12%
210,930
-196
170
$6.28M 0.12%
151,859
-342
171
$6.26M 0.12%
74,028
-146
172
$6.24M 0.12%
147,439
-12,643
173
$6.24M 0.12%
315,020
+21,349
174
$6.23M 0.12%
720,561
-858
175
$6.22M 0.12%
116,996
+165
5 6
7
8 9