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
401
$2.35M 0.05%
15,515
-1,273
402
$2.35M 0.05%
34,959
-2,918
403
$2.34M 0.05%
32,853
-2,719
404
$2.34M 0.05%
37,990
-3,028
405
$2.33M 0.05%
64,565
-5,414
406
$2.33M 0.05%
61,757
+37,579
407
$2.33M 0.05%
12,469
-984
408
$2.32M 0.05%
53,394
-4,426
409
$2.31M 0.05%
13,896
-1,175
410
$2.3M 0.05%
66,204
-5,513
411
$2.3M 0.05%
67,642
-5,744
412
$2.3M 0.05%
33,211
-2,799
413
$2.29M 0.05%
64,538
-5,406
414
$2.28M 0.05%
22,930
-1,930
415
$2.27M 0.05%
17,181
-1,418
416
$2.25M 0.05%
311
-10
417
$2.25M 0.05%
22,751
-2,057
418
$2.25M 0.05%
94,296
-7,882
419
$2.24M 0.04%
21,186
-1,766
420
$2.23M 0.04%
48,833
-4,017
421
$2.21M 0.04%
57,128
-4,764
422
$2.2M 0.04%
+61,701
423
$2.2M 0.04%
26,012
-2,177
424
$2.2M 0.04%
65,575
-5,473
425
$2.2M 0.04%
93
-8
15 16
17
18 19