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
$5.03B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$5.03M
3
+$4.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
IEV icon
iShares Europe ETF
IEV
+$2.92M

Top Sells

1
+$71.2M
2
+$61.3M
3
+$48.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$38.9M

Sector Composition

1 Financials 15.16%
2 Technology 13.58%
3 Healthcare 13.3%
4 Industrials 10.9%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.32M 0.13%
68,537
-39,559
177
$6.28M 0.12%
265,859
-146,301
178
$6.21M 0.12%
75,147
-47,224
179
$6.2M 0.12%
36,912
-20,370
180
$6.19M 0.12%
20,641
-11,359
181
$6.16M 0.12%
88,161
-49,509
182
$6.15M 0.12%
73,623
-40,575
183
$6.14M 0.12%
136,902
-74,468
184
$6.06M 0.12%
125,468
-69,306
185
$6.04M 0.12%
81,744
-44,819
186
$5.92M 0.12%
76,302
-42,081
187
$5.86M 0.12%
268,998
-148,966
188
$5.85M 0.12%
51,272
-28,142
189
$5.84M 0.12%
98,718
-54,788
190
$5.81M 0.12%
147,235
-81,165
191
$5.74M 0.11%
106,033
-58,292
192
$5.66M 0.11%
63,527
-40,514
193
$5.58M 0.11%
95,949
-52,197
194
$5.55M 0.11%
171,086
-94,377
195
$5.53M 0.11%
139,330
-76,749
196
$5.51M 0.11%
152,793
-83,914
197
$5.51M 0.11%
67,019
-36,660
198
$5.44M 0.11%
80,208
-44,179
199
$5.4M 0.11%
49,199
-31,314
200
$5.4M 0.11%
175,208
-95,869
6 7
8
9 10