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
251
$6.31M 0.09%
114,344
-16,665
252
$6.27M 0.09%
150,021
-21,411
253
$6.24M 0.09%
84,071
-11,982
254
$6.22M 0.09%
83,481
-9,223
255
$6.21M 0.09%
1,268
-184
256
$6.19M 0.08%
14,638
-2,192
257
$6.19M 0.08%
57,847
-8,394
258
$6.18M 0.08%
134,201
-20,086
259
$6.18M 0.08%
236,383
-33,509
260
$6.17M 0.08%
491,292
-71,044
261
$6.14M 0.08%
236,193
-34,000
262
$6.09M 0.08%
65,282
-9,428
263
$6.08M 0.08%
67,096
-9,707
264
$6.08M 0.08%
122,978
-17,850
265
$6.07M 0.08%
103,948
-13,762
266
$6.02M 0.08%
157,766
-23,299
267
$6M 0.08%
100,748
-14,678
268
$5.99M 0.08%
127,251
-18,777
269
$5.98M 0.08%
142,775
-20,994
270
$5.97M 0.08%
127,774
-18,027
271
$5.96M 0.08%
92,833
-13,529
272
$5.94M 0.08%
100,093
-15,022
273
$5.93M 0.08%
52,944
-8,087
274
$5.88M 0.08%
184,347
-26,584
275
$5.87M 0.08%
188,576
-27,404
9 10
11
12 13