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
276
$5.84M 0.08%
95,619
-13,996
277
$5.82M 0.08%
683,910
-102,750
278
$5.78M 0.08%
54,240
-191,943
279
$5.73M 0.08%
61,967
-9,229
280
$5.72M 0.08%
71,749
-10,545
281
$5.72M 0.08%
203,550
-29,627
282
$5.68M 0.08%
80,744
-11,589
283
$5.67M 0.08%
205,269
-30,488
284
$5.63M 0.08%
121,143
-17,882
285
$5.56M 0.08%
116,047
-16,672
286
$5.55M 0.08%
134,662
-16,671
287
$5.53M 0.08%
114,568
-16,326
288
$5.52M 0.08%
218,560
-33,928
289
$5.5M 0.08%
641,150
-92,400
290
$5.49M 0.08%
310,816
-42,670
291
$5.48M 0.08%
125,657
-18,789
292
$5.47M 0.08%
97,272
-14,208
293
$5.47M 0.08%
150,685
-21,940
294
$5.46M 0.07%
134,453
-19,893
295
$5.43M 0.07%
586,239
-84,792
296
$5.4M 0.07%
40,652
-6,282
297
$5.39M 0.07%
99,031
-14,116
298
$5.37M 0.07%
130,148
-19,110
299
$5.36M 0.07%
124,674
-17,605
300
$5.36M 0.07%
80,678
-11,664
10 11
12
13 14