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
176
$430K 0.12%
3,789
-28,062
177
$426K 0.12%
9,317
-69,109
178
$421K 0.12%
2,719
-20,130
179
$417K 0.12%
10,610
-78,682
180
$415K 0.12%
6,244
-46,281
181
$414K 0.12%
2,957
-22,257
182
$412K 0.12%
5,585
-41,490
183
$411K 0.12%
5,572
-41,318
184
$406K 0.12%
3,423
-25,382
185
$405K 0.12%
5,849
-43,321
186
$403K 0.11%
5,824
-43,125
187
$401K 0.11%
2,750
-20,408
188
$399K 0.11%
1,847
-13,694
189
$395K 0.11%
3,636
-26,960
190
$395K 0.11%
5,866
-43,490
191
$394K 0.11%
6,415
-47,527
192
$394K 0.11%
4,318
-34,164
193
$394K 0.11%
2,181
-16,166
194
$392K 0.11%
2,424
-17,995
195
$390K 0.11%
4,885
-36,215
196
$387K 0.11%
3,242
-24,025
197
$386K 0.11%
4,390
-32,500
198
$385K 0.11%
3,623
-26,851
199
$384K 0.11%
5,556
-41,180
200
$382K 0.11%
10,602
-80,135
6 7
8
9 10