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
451
$2.08M 0.04%
64,997
-5,340
452
$2.07M 0.04%
39,377
-3,250
453
$2.07M 0.04%
98,014
-7,766
454
$2.06M 0.04%
33,510
-2,852
455
$2.06M 0.04%
67,326
-5,552
456
$2.06M 0.04%
60,954
-4,671
457
$2.06M 0.04%
42,148
-3,469
458
$2.03M 0.04%
95,634
-7,812
459
$2.03M 0.04%
64,675
-5,289
460
$2.03M 0.04%
163,060
-13,730
461
$2.02M 0.04%
87,856
-7,481
462
$2.02M 0.04%
28,391
-2,341
463
$2.01M 0.04%
31,898
-2,550
464
$2.01M 0.04%
15,874
-1,309
465
$2M 0.04%
19,966
-1,666
466
$2M 0.04%
25,354
-1,824
467
$1.99M 0.04%
65,991
-5,674
468
$1.97M 0.04%
14,463
-1,214
469
$1.97M 0.04%
91,138
-6,131
470
$1.96M 0.04%
20,633
-1,680
471
$1.95M 0.04%
34,700
-1,110
472
$1.94M 0.04%
37,732
-3,038
473
$1.94M 0.04%
47,365
-3,894
474
$1.94M 0.04%
117,113
-8,470
475
$1.92M 0.04%
55,306
-4,537
17 18
19
20 21