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
$7.29B
AUM Growth
-$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.4M
3
+$4.8M
4
NWSA icon
News Corp Class A
NWSA
+$3.27M
5
S
Sprint Corporation
S
+$1.9M

Top Sells

1
+$125M
2
+$76.1M
3
+$32.2M
4
AAPL icon
Apple
AAPL
+$27M
5
XOM icon
Exxon Mobil
XOM
+$23.2M

Sector Composition

1 Financials 15.15%
2 Technology 13.24%
3 Healthcare 12.75%
4 Industrials 10.78%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.8M 0.67%
2,160,586
-318,266
27
$48.7M 0.67%
551,585
-78,705
28
$48.2M 0.66%
714,938
-104,577
29
$48M 0.66%
744,210
-109,169
30
$47.6M 0.65%
3,044,820
-442,500
31
$47.1M 0.65%
2,056,246
-301,044
32
$45.8M 0.63%
604,294
-89,161
33
$41.3M 0.57%
864,868
-127,100
34
$41M 0.56%
603,968
-88,134
35
$39.9M 0.55%
414,713
-60,839
36
$39.7M 0.54%
631,560
-92,077
37
$36.9M 0.51%
313,912
-45,557
38
$35.3M 0.48%
703,055
-98,246
39
$35.1M 0.48%
504,787
-74,253
40
$34.8M 0.48%
310,467
-45,487
41
$34.1M 0.47%
341,120
-50,032
42
$32.5M 0.45%
482,690
-69,820
43
$31.5M 0.43%
679,599
-99,236
44
$31.2M 0.43%
347,619
-51,111
45
$30.2M 0.41%
422,173
-61,687
46
$30M 0.41%
386,158
-56,742
47
$30M 0.41%
189,435
-27,836
48
$29.9M 0.41%
1,273,971
-185,565
49
$29.7M 0.41%
610,069
-85,529
50
$29.7M 0.41%
392,723
-57,009
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