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
151
$499K 0.14%
15,042
-111,437
152
$498K 0.14%
8,132
-64,754
153
$492K 0.14%
3,292
-24,423
154
$491K 0.14%
5,482
-40,560
155
$490K 0.14%
5,541
-41,097
156
$486K 0.14%
2,909
-21,588
157
$481K 0.14%
1,647
-12,215
158
$481K 0.14%
4,943
-36,659
159
$475K 0.13%
13,884
-102,897
160
$467K 0.13%
2,363
-18,748
161
$467K 0.13%
4,399
-32,604
162
$464K 0.13%
2,931
-21,702
163
$463K 0.13%
5,237
-38,811
164
$460K 0.13%
19,281
-142,854
165
$457K 0.13%
1,663
-14,473
166
$454K 0.13%
4,175
-30,759
167
$454K 0.13%
6,174
-49,252
168
$451K 0.13%
3,587
-26,585
169
$451K 0.13%
1,817
-13,456
170
$449K 0.13%
840
-5,642
171
$448K 0.13%
866
-6,427
172
$445K 0.13%
3,659
-28,919
173
$445K 0.13%
11,544
-85,513
174
$441K 0.13%
4,033
-25,105
175
$436K 0.12%
9,026
-66,308
5 6
7
8 9