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
1
$129M 22.95%
776,193
2
$21.4M 3.81%
291,008
-15,956
3
$19M 3.39%
120,577
-4,812
4
$12.3M 2.19%
132,880
-5,260
5
$7.87M 1.41%
38,360
-1,516
6
$7.07M 1.26%
31,214
-1,257
7
$7.05M 1.26%
50,561
-2,939
8
$6.47M 1.16%
96,820
-5,060
9
$6.44M 1.15%
96,140
-3,820
10
$6.21M 1.11%
42,578
-1,688
11
$5.26M 0.94%
27,994
-1,511
12
$4.95M 0.88%
39,627
-1,583
13
$4.75M 0.85%
68,108
-2,697
14
$4.7M 0.84%
133,458
-9,614
15
$4.62M 0.82%
156,345
-6,118
16
$4.43M 0.79%
15,086
-597
17
$4.36M 0.78%
14,596
-738
18
$4.22M 0.75%
70,595
-4,010
19
$4.09M 0.73%
66,631
-2,638
20
$4.08M 0.73%
28,177
-1,103
21
$3.96M 0.71%
18,126
-708
22
$3.78M 0.67%
43,571
-2,123
23
$3.69M 0.66%
30,659
-1,215
24
$3.48M 0.62%
93,703
-3,699
25
$3.4M 0.61%
61,391
-2,462
1
2 3 4 5