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
201
$381K 0.11%
4,954
-36,686
202
$379K 0.11%
15,810
-117,030
203
$377K 0.11%
7,551
-55,923
204
$377K 0.11%
3,990
-29,580
205
$375K 0.11%
1,533
-11,356
206
$374K 0.11%
3,524
-26,159
207
$374K 0.11%
8,259
-61,311
208
$373K 0.11%
4,030
-32,082
209
$371K 0.11%
1,677
-12,442
210
$371K 0.11%
2,694
-19,935
211
$362K 0.1%
5,081
-37,612
212
$357K 0.1%
4,545
-33,725
213
$354K 0.1%
1,757
-13,021
214
$352K 0.1%
3,402
-25,207
215
$346K 0.1%
4,161
-30,790
216
$344K 0.1%
1,665
-12,396
217
$341K 0.1%
5,715
-42,417
218
$338K 0.1%
6,476
-47,950
219
$336K 0.1%
5,674
-44,289
220
$335K 0.1%
2,119
-15,697
221
$333K 0.09%
5,634
-41,788
222
$333K 0.09%
3,536
-26,184
223
$332K 0.09%
5,890
-43,716
224
$331K 0.09%
3,879
-28,736
225
$330K 0.09%
3,979
-29,471
7 8
9
10 11