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
326
$4.78M 0.07%
247,974
-32,810
327
$4.75M 0.07%
43,705
-6,010
328
$4.75M 0.07%
91,767
-13,464
329
$4.71M 0.06%
83,951
-12,968
330
$4.71M 0.06%
110,021
-16,224
331
$4.69M 0.06%
111,673
-15,886
332
$4.68M 0.06%
1,076,558
+306,054
333
$4.68M 0.06%
101,640
-14,057
334
$4.68M 0.06%
116,081
-16,801
335
$4.67M 0.06%
61,992
-8,546
336
$4.65M 0.06%
44,301
-6,584
337
$4.65M 0.06%
147,100
-21,894
338
$4.64M 0.06%
61,134
-8,772
339
$4.61M 0.06%
278,387
340
$4.61M 0.06%
99,471
-13,173
341
$4.6M 0.06%
516,424
-73,392
342
$4.57M 0.06%
97,865
-13,701
343
$4.55M 0.06%
113,273
-16,571
344
$4.52M 0.06%
93,245
-13,347
345
$4.46M 0.06%
145,386
-10,377
346
$4.46M 0.06%
54,596
-7,733
347
$4.43M 0.06%
1,027,180
-142,450
348
$4.36M 0.06%
382,409
-54,503
349
$4.35M 0.06%
76,427
-10,895
350
$4.35M 0.06%
25,742
-3,568
12 13
14
15 16