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
426
$2.2M 0.04%
37,093
-3,102
427
$2.19M 0.04%
13,504
-269
428
$2.18M 0.04%
18,934
-589
429
$2.18M 0.04%
43,194
-3,605
430
$2.17M 0.04%
28,757
-2,374
431
$2.15M 0.04%
46,338
-3,743
432
$2.15M 0.04%
24,307
-2,048
433
$2.15M 0.04%
53,827
-4,458
434
$2.15M 0.04%
75,952
-6,667
435
$2.14M 0.04%
96,714
-8,016
436
$2.14M 0.04%
17,835
-1,483
437
$2.14M 0.04%
82,177
-6,718
438
$2.14M 0.04%
61,485
-5,140
439
$2.13M 0.04%
+83,667
440
$2.13M 0.04%
32,916
-2,755
441
$2.12M 0.04%
96,427
-6,185
442
$2.12M 0.04%
3,287
-108
443
$2.1M 0.04%
122,447
-680
444
$2.1M 0.04%
65,660
-5,316
445
$2.09M 0.04%
128,769
-10,451
446
$2.09M 0.04%
34,032
-2,825
447
$2.09M 0.04%
47,240
-3,784
448
$2.09M 0.04%
61,726
-4,868
449
$2.09M 0.04%
23,598
-1,951
450
$2.08M 0.04%
48,762
-1,508
16 17
18
19 20