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
151
$685K 0.12%
7,314
-354
152
$677K 0.12%
4,545
-176
153
$674K 0.12%
7,191
-316
154
$669K 0.12%
12,217
-411
155
$663K 0.12%
3,211
-88
156
$662K 0.12%
3,754
-167
157
$657K 0.12%
4,799
-209
158
$652K 0.12%
10,815
-645
159
$651K 0.12%
20,025
-883
160
$646K 0.12%
5,440
-210
161
$643K 0.11%
12,002
-297
162
$630K 0.11%
4,165
-124
163
$625K 0.11%
8,631
-328
164
$624K 0.11%
21,350
-820
165
$621K 0.11%
10,625
-461
166
$620K 0.11%
15,045
-536
167
$612K 0.11%
28,893
-1,122
168
$608K 0.11%
5,222
-300
169
$604K 0.11%
7,062
-263
170
$598K 0.11%
3,262
-121
171
$598K 0.11%
7,148
-266
172
$590K 0.11%
3,991
-146
173
$588K 0.11%
3,578
-51
174
$579K 0.1%
11,364
-941
175
$578K 0.1%
2,434
-90
5 6
7
8 9