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
$7.29B
AUM Growth
-$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.4M
3
+$4.8M
4
NWSA icon
News Corp Class A
NWSA
+$3.27M
5
S
Sprint Corporation
S
+$1.9M

Top Sells

1
+$125M
2
+$76.1M
3
+$32.2M
4
AAPL icon
Apple
AAPL
+$27M
5
XOM icon
Exxon Mobil
XOM
+$23.2M

Sector Composition

1 Financials 15.15%
2 Technology 13.17%
3 Healthcare 12.75%
4 Industrials 10.85%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.8M 0.09%
107,129
-15,554
227
$6.75M 0.09%
523,290
-57,135
228
$6.74M 0.09%
63,019
-8,963
229
$6.73M 0.09%
96,246
-13,676
230
$6.71M 0.09%
61,753
-9,031
231
$6.67M 0.09%
109,902
-16,137
232
$6.65M 0.09%
120,547
-18,362
233
$6.61M 0.09%
181,530
-27,052
234
$6.6M 0.09%
407,559
+22,757
235
$6.58M 0.09%
560,495
-81,555
236
$6.56M 0.09%
363,641
-51,580
237
$6.52M 0.09%
105,987
-14,990
238
$6.49M 0.09%
537
-66
239
$6.47M 0.09%
123,022
-17,830
240
$6.44M 0.09%
172,503
-27,473
241
$6.44M 0.09%
131,311
-19,490
242
$6.44M 0.09%
1,456,910
-216,020
243
$6.39M 0.09%
195,879
-24,879
244
$6.37M 0.09%
24,349
-3,611
245
$6.37M 0.09%
149,392
-21,549
246
$6.37M 0.09%
260,976
-38,470
247
$6.36M 0.09%
105,641
-15,534
248
$6.35M 0.09%
116,443
-16,877
249
$6.31M 0.09%
173,112
-25,312
250
$6.31M 0.09%
117,580
-16,829
8 9
10
11 12