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
351
$2.71M 0.05%
63,166
-5,264
352
$2.7M 0.05%
18,305
-1,528
353
$2.69M 0.05%
74,411
-6,207
354
$2.68M 0.05%
63,602
-5,028
355
$2.67M 0.05%
39,139
-3,251
356
$2.66M 0.05%
14,718
-1,208
357
$2.66M 0.05%
18,474
-1,274
358
$2.65M 0.05%
38,603
-3,176
359
$2.65M 0.05%
25,832
-2,225
360
$2.63M 0.05%
73,093
-6,108
361
$2.63M 0.05%
20,505
-1,710
362
$2.62M 0.05%
44,656
-1,428
363
$2.6M 0.05%
12,815
-1,063
364
$2.59M 0.05%
17,959
-1,512
365
$2.59M 0.05%
26,560
-2,410
366
$2.58M 0.05%
22,920
-1,873
367
$2.58M 0.05%
11,977
-816
368
$2.57M 0.05%
149,100
-12,528
369
$2.56M 0.05%
37,885
-3,170
370
$2.55M 0.05%
93,800
-2,996
371
$2.55M 0.05%
64,003
-4,442
372
$2.54M 0.05%
41,907
-3,529
373
$2.53M 0.05%
44,593
-3,707
374
$2.53M 0.05%
31,886
-2,528
375
$2.52M 0.05%
32,658
-2,482
13 14
15
16 17