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
326
$3.06M 0.06%
51,986
-4,356
327
$3.06M 0.06%
197,862
-16,590
328
$3.05M 0.06%
46,914
-3,883
329
$3.04M 0.06%
74,420
-6,221
330
$3.03M 0.06%
49,096
-4,272
331
$3.03M 0.06%
205,711
+4,480
332
$3.02M 0.06%
67,882
-5,777
333
$2.99M 0.06%
53,573
-4,389
334
$2.98M 0.06%
30,639
-2,535
335
$2.96M 0.06%
222,047
-6,686
336
$2.96M 0.06%
34,692
-2,889
337
$2.94M 0.06%
83,165
-6,898
338
$2.94M 0.06%
57,784
-4,797
339
$2.93M 0.06%
35,800
-3,008
340
$2.88M 0.06%
381,750
-31,930
341
$2.87M 0.06%
61,172
-5,137
342
$2.85M 0.06%
82,066
-6,583
343
$2.79M 0.06%
48,451
-4,345
344
$2.77M 0.06%
61,710
-4,729
345
$2.76M 0.06%
48,683
-4,116
346
$2.75M 0.05%
72,188
+51,452
347
$2.74M 0.05%
117,362
-9,822
348
$2.72M 0.05%
17,783
-1,253
349
$2.72M 0.05%
60,645
-4,201
350
$2.71M 0.05%
44,961
-1,076
12 13
14
15 16