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
476
$1.92M 0.04%
31,096
-2,522
477
$1.91M 0.04%
71,097
-5,893
478
$1.91M 0.04%
63,497
-5,151
479
$1.9M 0.04%
40,976
-3,421
480
$1.89M 0.04%
61,125
-5,087
481
$1.88M 0.04%
30,825
-2,567
482
$1.88M 0.04%
15,662
-1,323
483
$1.87M 0.04%
16,731
-1,356
484
$1.86M 0.04%
152,254
-12,966
485
$1.86M 0.04%
22,712
-722
486
$1.85M 0.04%
99,859
-8,203
487
$1.85M 0.04%
45,575
-1,456
488
$1.85M 0.04%
50,294
-4,204
489
$1.71M 0.03%
28,666
-2,116
490
$1.67M 0.03%
34,744
-2,859
491
$1.66M 0.03%
56,790
-4,038
492
$1.63M 0.03%
34,689
-6,959
493
$1.63M 0.03%
32,884
-6,615
494
$1.62M 0.03%
91,702
-18,210
495
$1.62M 0.03%
17,753
-3,585
496
$1.62M 0.03%
16,550
-498
497
$1.61M 0.03%
6,293
-1,260
498
$1.61M 0.03%
13,643
-2,724
499
$1.6M 0.03%
32,466
-4,730
500
$1.59M 0.03%
74,842
-15,206
18 19
20
21 22