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
276
$3.77M 0.08%
64,399
-5,536
277
$3.77M 0.08%
298,320
-24,704
278
$3.77M 0.08%
53,259
-4,532
279
$3.7M 0.07%
73,941
-6,192
280
$3.68M 0.07%
69,279
-5,887
281
$3.67M 0.07%
64,388
-5,456
282
$3.63M 0.07%
118,213
-9,842
283
$3.62M 0.07%
32,607
-2,710
284
$3.61M 0.07%
19,086
-1,575
285
$3.6M 0.07%
140,713
-11,310
286
$3.49M 0.07%
13,715
-1,203
287
$3.48M 0.07%
23,506
-1,952
288
$3.48M 0.07%
48,110
-3,862
289
$3.47M 0.07%
345,218
-10,416
290
$3.46M 0.07%
61,310
-5,465
291
$3.45M 0.07%
76,738
-5,546
292
$3.43M 0.07%
76,681
-6,415
293
$3.4M 0.07%
30,339
-2,523
294
$3.4M 0.07%
35,197
-2,993
295
$3.39M 0.07%
62,584
-5,323
296
$3.39M 0.07%
78,003
-6,489
297
$3.39M 0.07%
52,889
-4,460
298
$3.37M 0.07%
26,553
-2,183
299
$3.36M 0.07%
98,889
-8,227
300
$3.35M 0.07%
37,276
-2,992
10 11
12
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