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
$7.64B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.5M
3
+$1.98M
4
AAL icon
American Airlines Group
AAL
+$1.91M
5
ALLE icon
Allegion
ALLE
+$1.79M

Top Sells

1
+$33.9M
2
+$21.7M
3
+$7.8M
4
DELL
DELL INC
DELL
+$7.18M
5
XOM icon
Exxon Mobil
XOM
+$6.49M

Sector Composition

1 Financials 15.34%
2 Technology 13.55%
3 Healthcare 12.85%
4 Industrials 11.23%
5 Energy 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.49M 0.05%
109,993
-4,270
427
$3.46M 0.05%
54,909
-412
428
$3.43M 0.04%
34,323
-1,099
429
$3.43M 0.04%
38,351
-1,284
430
$3.42M 0.04%
43,408
-2,600
431
$3.42M 0.04%
21,250
-661
432
$3.41M 0.04%
65,112
-1,767
433
$3.38M 0.04%
72,747
+4,528
434
$3.37M 0.04%
49,482
-1,754
435
$3.36M 0.04%
142,814
-5,140
436
$3.36M 0.04%
132,433
-5,425
437
$3.35M 0.04%
71,102
-2,636
438
$3.33M 0.04%
48,244
-1,384
439
$3.33M 0.04%
26,084
-252
440
$3.31M 0.04%
178,852
+11,784
441
$3.31M 0.04%
63,553
-2,146
442
$3.31M 0.04%
39,811
-1,302
443
$3.28M 0.04%
81,109
-9,755
444
$3.27M 0.04%
163,683
-6,810
445
$3.27M 0.04%
55,422
-2,332
446
$3.25M 0.04%
37,320
-1,473
447
$3.25M 0.04%
164,439
-7,211
448
$3.24M 0.04%
301,622
-4,455
449
$3.24M 0.04%
116,065
-5,298
450
$3.24M 0.04%
41,261
-3,487
16 17
18
19 20