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
$5.33B
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.02M
3
+$7.88M
4
COR icon
Cencora
COR
+$6.32M
5
RCL icon
Royal Caribbean
RCL
+$3.21M

Top Sells

1
+$15.6M
2
+$11.5M
3
+$4.37M
4
CFN
CAREFUSION CORPORATION
CFN
+$3.03M
5
AAL icon
American Airlines Group
AAL
+$2.95M

Sector Composition

1 Healthcare 14.65%
2 Financials 14.45%
3 Technology 14.28%
4 Industrials 10.59%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.42M 0.05%
68,436
-158
427
$2.41M 0.05%
38,758
-628
428
$2.41M 0.05%
98,518
-178
429
$2.4M 0.05%
25,463
430
$2.4M 0.05%
7,289
-10
431
$2.4M 0.05%
64,310
-95
432
$2.38M 0.04%
44,004
-121
433
$2.38M 0.04%
49,424
-86
434
$2.38M 0.04%
15,786
-16
435
$2.38M 0.04%
40,807
-64
436
$2.38M 0.04%
30,187
+65
437
$2.36M 0.04%
103,956
-193
438
$2.36M 0.04%
85,777
-145
439
$2.35M 0.04%
51,671
-64
440
$2.35M 0.04%
20,012
-12
441
$2.34M 0.04%
99,832
-152
442
$2.33M 0.04%
51,547
-295
443
$2.32M 0.04%
66,498
+86
444
$2.31M 0.04%
104,326
-124
445
$2.29M 0.04%
27,494
-11
446
$2.29M 0.04%
16,194
-21
447
$2.28M 0.04%
36,244
-32
448
$2.28M 0.04%
99,808
-901
449
$2.28M 0.04%
35,315
-23
450
$2.26M 0.04%
23,757
-21
16 17
18
19 20