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
376
$2.51M 0.05%
101,280
-8,070
377
$2.5M 0.05%
58,511
-1,965
378
$2.5M 0.05%
55,683
-4,660
379
$2.5M 0.05%
111,565
-9,614
380
$2.5M 0.05%
80,485
-6,753
381
$2.49M 0.05%
5,330,160
-445,920
382
$2.48M 0.05%
62,877
-5,512
383
$2.48M 0.05%
20,605
-1,711
384
$2.48M 0.05%
24,721
-2,068
385
$2.47M 0.05%
33,799
-2,845
386
$2.46M 0.05%
66,379
-5,666
387
$2.46M 0.05%
52,356
-4,361
388
$2.43M 0.05%
42,255
-3,461
389
$2.43M 0.05%
26,641
+12,445
390
$2.43M 0.05%
26,230
-2,248
391
$2.42M 0.05%
78,331
-6,439
392
$2.41M 0.05%
32,007
-2,843
393
$2.4M 0.05%
34,754
-2,405
394
$2.39M 0.05%
65,744
-2,107
395
$2.39M 0.05%
51,683
-4,277
396
$2.38M 0.05%
68,350
-2,462
397
$2.38M 0.05%
19,375
-1,607
398
$2.37M 0.05%
20,085
-1,672
399
$2.36M 0.05%
14,938
-471
400
$2.36M 0.05%
164,302
-11,469
14 15
16
17 18