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
301
$3.34M 0.07%
86,554
-7,262
302
$3.33M 0.07%
74,393
-6,218
303
$3.33M 0.07%
49,544
-4,215
304
$3.31M 0.07%
127,439
-10,674
305
$3.31M 0.07%
65,662
-5,446
306
$3.31M 0.07%
84,482
-6,996
307
$3.29M 0.07%
112,519
-8,247
308
$3.28M 0.07%
37,219
-3,193
309
$3.28M 0.07%
50,229
-4,226
310
$3.25M 0.07%
49,033
-3,997
311
$3.25M 0.06%
98,280
-8,196
312
$3.22M 0.06%
49,053
-4,119
313
$3.21M 0.06%
36,246
-3,065
314
$3.21M 0.06%
48,960
-4,114
315
$3.2M 0.06%
48,031
-4,138
316
$3.19M 0.06%
25,979
-2,180
317
$3.18M 0.06%
133,623
-10,567
318
$3.17M 0.06%
279,500
-22,572
319
$3.17M 0.06%
75,208
-6,736
320
$3.16M 0.06%
679
-102
321
$3.15M 0.06%
42,565
-3,387
322
$3.14M 0.06%
15,647
-1,137
323
$3.14M 0.06%
74,509
-2,253
324
$3.11M 0.06%
39,037
-3,286
325
$3.08M 0.06%
188,928
-15,372
11 12
13
14 15