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
201
$484K 0.09%
6,882
-185
202
$483K 0.09%
2,383
-117
203
$482K 0.09%
16,485
-1,125
204
$482K 0.09%
12,516
-174
205
$476K 0.09%
3,578
-124
206
$469K 0.08%
17,336
-572
207
$465K 0.08%
3,484
-137
208
$460K 0.08%
2,160
-117
209
$460K 0.08%
4,282
-221
210
$460K 0.08%
6,075
-244
211
$459K 0.08%
7,464
-203
212
$457K 0.08%
4,118
-276
213
$455K 0.08%
10,618
-281
214
$454K 0.08%
3,121
-124
215
$453K 0.08%
4,546
-173
216
$450K 0.08%
4,465
-241
217
$447K 0.08%
21,749
-1,714
218
$445K 0.08%
4,919
-139
219
$444K 0.08%
4,938
-72
220
$441K 0.08%
5,854
-229
221
$438K 0.08%
5,409
-217
222
$438K 0.08%
7,415
-344
223
$437K 0.08%
12,123
-946
224
$430K 0.08%
4,665
-198
225
$426K 0.08%
2,031
-112
7 8
9
10 11