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
$2.78B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$7.08M
3
+$4.15M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.13M
5
SPGI icon
S&P Global
SPGI
+$3.83M

Top Sells

1
+$7.75M
2
+$3.63M
3
+$2.98M
4
MSFT icon
Microsoft
MSFT
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Healthcare 14.37%
2 Financials 13.31%
3 Technology 13.18%
4 Industrials 9.44%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.45M 0.12%
91,492
+3,961
177
$3.44M 0.12%
42,850
-299
178
$3.43M 0.12%
28,538
+335
179
$3.41M 0.12%
40,735
-544
180
$3.4M 0.12%
38,788
-915
181
$3.37M 0.12%
376,464
-9,558
182
$3.37M 0.12%
44,460
+1,242
183
$3.35M 0.12%
75,956
-4,935
184
$3.34M 0.12%
17,968
+680
185
$3.33M 0.12%
41,617
-818
186
$3.33M 0.12%
21,356
+379
187
$3.32M 0.12%
46,784
-772
188
$3.32M 0.12%
44,223
+1,147
189
$3.32M 0.12%
227,115
+37,695
190
$3.31M 0.12%
39,961
+1,815
191
$3.27M 0.12%
58,320
+32
192
$3.25M 0.12%
2,686,840
+152,240
193
$3.24M 0.12%
61,685
-1,301
194
$3.22M 0.12%
42,396
+8,967
195
$3.22M 0.12%
116,664
-18
196
$3.21M 0.12%
40,507
-1,358
197
$3.2M 0.11%
31,719
+18
198
$3.19M 0.11%
66,315
+372
199
$3.16M 0.11%
3,869
-184
200
$3.1M 0.11%
75,856
-2,923
6 7
8
9 10