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
476
$2.11M 0.04%
19,026
-24
477
$2.11M 0.04%
20,580
-19
478
$2.11M 0.04%
14,322
-23
479
$2.1M 0.04%
40,438
+74
480
$2.09M 0.04%
26,490
-48
481
$2.08M 0.04%
73,021
482
$2.07M 0.04%
41,452
-49
483
$2.06M 0.04%
81,978
+96
484
$2.06M 0.04%
92,745
-176
485
$2.06M 0.04%
44,103
-45
486
$2.05M 0.04%
33,859
-33
487
$2.04M 0.04%
100,044
-100
488
$2.04M 0.04%
37,512
489
$2.04M 0.04%
45,180
-41
490
$2.04M 0.04%
61,694
491
$2.04M 0.04%
+30,407
492
$2.03M 0.04%
98,958
-255
493
$2.03M 0.04%
87,400
+393
494
$2.01M 0.04%
22,796
-6
495
$2.01M 0.04%
43,135
-62
496
$2M 0.04%
4,117
-13
497
$2M 0.04%
708
498
$2M 0.04%
11,532
499
$1.98M 0.04%
49,229
-55
500
$1.98M 0.04%
11,381
18 19
20
21 22