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
$7.64B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.5M
3
+$1.98M
4
AAL icon
American Airlines Group
AAL
+$1.91M
5
ALLE icon
Allegion
ALLE
+$1.79M

Top Sells

1
+$33.9M
2
+$21.7M
3
+$7.8M
4
DELL
DELL INC
DELL
+$7.18M
5
XOM icon
Exxon Mobil
XOM
+$6.49M

Sector Composition

1 Financials 15.34%
2 Technology 13.55%
3 Healthcare 12.85%
4 Industrials 11.23%
5 Energy 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.96M 0.08%
123,556
-4,218
277
$5.96M 0.08%
51,184
-1,760
278
$5.95M 0.08%
119,091
-3,887
279
$5.92M 0.08%
99,434
-4,514
280
$5.91M 0.08%
129,792
-4,661
281
$5.9M 0.08%
95,377
-3,654
282
$5.85M 0.08%
137,133
-12,888
283
$5.85M 0.08%
60,138
-1,829
284
$5.82M 0.08%
299,291
-11,525
285
$5.78M 0.08%
117,294
-4,526
286
$5.71M 0.07%
512,144
-17,656
287
$5.7M 0.07%
663,945
-19,965
288
$5.66M 0.07%
119,725
-4,949
289
$5.62M 0.07%
473,516
-17,776
290
$5.62M 0.07%
136,546
-12,846
291
$5.61M 0.07%
214,008
-7,807
292
$5.61M 0.07%
215,488
-20,895
293
$5.59M 0.07%
565,506
-20,733
294
$5.55M 0.07%
505
-32
295
$5.55M 0.07%
107,426
-4,247
296
$5.54M 0.07%
198,405
-6,864
297
$5.54M 0.07%
140,845
-4,953
298
$5.51M 0.07%
65,388
-2,263
299
$5.51M 0.07%
51,185
-2,305
300
$5.51M 0.07%
118,140
-5,055
10 11
12
13 14