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
$5.01B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$35.1M
3
+$4.96M
4
IEV icon
iShares Europe ETF
IEV
+$2.2M
5
FWONK icon
Liberty Media Series C
FWONK
+$2.13M

Top Sells

1
+$27.6M
2
+$26.3M
3
+$8.55M
4
FRX
FOREST LABORATORIES INC
FRX
+$6.7M
5
AAPL icon
Apple
AAPL
+$4.9M

Sector Composition

1 Financials 14.68%
2 Technology 14.2%
3 Healthcare 13.8%
4 Industrials 10.39%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.54M 0.09%
61,473
-5,046
227
$4.54M 0.09%
56,036
-4,598
228
$4.51M 0.09%
72,987
-6,283
229
$4.5M 0.09%
71,375
-4,825
230
$4.5M 0.09%
85,858
-3,225
231
$4.49M 0.09%
119,140
-9,956
232
$4.49M 0.09%
117,691
-9,827
233
$4.48M 0.09%
34,006
-2,585
234
$4.46M 0.09%
60,314
-4,773
235
$4.41M 0.09%
117,970
-9,839
236
$4.35M 0.09%
30,517
-2,532
237
$4.34M 0.09%
60,689
-5,042
238
$4.34M 0.09%
76,717
-6,172
239
$4.34M 0.09%
145,358
-12,526
240
$4.33M 0.09%
118,443
-9,879
241
$4.31M 0.09%
45,056
-3,780
242
$4.27M 0.09%
212,928
-6,470
243
$4.24M 0.08%
60,874
-5,004
244
$4.23M 0.08%
70,175
-5,946
245
$4.22M 0.08%
36,030
-3,002
246
$4.21M 0.08%
130,824
-18,434
247
$4.2M 0.08%
80,937
-7,290
248
$4.16M 0.08%
87,957
-3,939
249
$4.16M 0.08%
53,166
-4,476
250
$4.12M 0.08%
74,989
-6,301
8 9
10
11 12