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
476
$3.04M 0.04%
171,523
-6,857
477
$3.03M 0.04%
71,781
-1,893
478
$3.03M 0.04%
83,826
-1,775
479
$3.02M 0.04%
57,418
-2,670
480
$3.01M 0.04%
41,380
-1,250
481
$3.01M 0.04%
19,284
-1,300
482
$3M 0.04%
155,635
-10,504
483
$3M 0.04%
173,982
-6,541
484
$2.98M 0.04%
42,779
-1,692
485
$2.98M 0.04%
65,507
-2,517
486
$2.98M 0.04%
36,637
-359
487
$2.97M 0.04%
271,308
-10,920
488
$2.97M 0.04%
191,517
-7,521
489
$2.97M 0.04%
44,007
-1,742
490
$2.97M 0.04%
112,778
-3,860
491
$2.96M 0.04%
47,280
-2,036
492
$2.94M 0.04%
12,145
-43
493
$2.94M 0.04%
75,170
-3,351
494
$2.93M 0.04%
57,925
-3,609
495
$2.92M 0.04%
29,579
-1,304
496
$2.92M 0.04%
26,151
-876
497
$2.92M 0.04%
157
-7
498
$2.92M 0.04%
134,564
-6,627
499
$2.89M 0.04%
55,493
-1,747
500
$2.87M 0.04%
31,640
-1,146
18 19
20
21 22