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
176
$575K 0.1%
6,073
-426
177
$574K 0.1%
2,788
-71
178
$570K 0.1%
13,995
-833
179
$569K 0.1%
10,762
-579
180
$567K 0.1%
11,660
-212
181
$566K 0.1%
7,214
-156
182
$559K 0.1%
5,057
-84
183
$554K 0.1%
1,926
-45
184
$552K 0.1%
9,230
-280
185
$538K 0.1%
1,519
-54
186
$537K 0.1%
1,430
-47
187
$536K 0.1%
57,679
-2,416
188
$534K 0.1%
4,751
-343
189
$529K 0.09%
3,533
-28
190
$527K 0.09%
12,121
+2,157
191
$526K 0.09%
3,779
-115
192
$522K 0.09%
2,753
-90
193
$519K 0.09%
6,124
-316
194
$511K 0.09%
7,405
-184
195
$507K 0.09%
3,057
-83
196
$507K 0.09%
15,827
-307
197
$501K 0.09%
8,086
-532
198
$491K 0.09%
7,729
-196
199
$490K 0.09%
5,986
-241
200
$486K 0.09%
4,138
-123
6 7
8
9 10