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
176
$6.22M 0.12%
368,160
-375
177
$6.17M 0.12%
80,901
-161
178
$6.1M 0.12%
27,115
+440
179
$6.01M 0.12%
326,055
-350
180
$6M 0.12%
123,520
-152
181
$5.94M 0.11%
111,285
-61
182
$5.92M 0.11%
144,389
-153
183
$5.91M 0.11%
113,623
-167
184
$5.91M 0.11%
32,110
-62
185
$5.91M 0.11%
95,172
-4,424
186
$5.82M 0.11%
121,395
-145
187
$5.8M 0.11%
362,295
+7,155
188
$5.79M 0.11%
85,159
-194
189
$5.77M 0.11%
107,558
-98
190
$5.76M 0.11%
74,414
-76
191
$5.71M 0.11%
104,891
+1,580
192
$5.68M 0.11%
+7,660
193
$5.67M 0.11%
39,818
-57
194
$5.65M 0.11%
120,150
-170
195
$5.62M 0.11%
119,272
-138
196
$5.55M 0.11%
102,634
+5,533
197
$5.55M 0.11%
162,500
-201
198
$5.53M 0.11%
150,850
-191
199
$5.47M 0.1%
127,403
-115
200
$5.41M 0.1%
218,010
+222
6 7
8
9 10