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 13.17%
3 Healthcare 12.75%
4 Industrials 10.85%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.79M 0.04%
61,534
-8,285
502
$2.79M 0.04%
41,113
-11,201
503
$2.79M 0.04%
141,191
-18,813
504
$2.78M 0.04%
38,142
-5,342
505
$2.77M 0.04%
36,996
-5,054
506
$2.76M 0.04%
57,240
-8,883
507
$2.76M 0.04%
33,497
-5,125
508
$2.73M 0.04%
121,854
-19,060
509
$2.7M 0.04%
30,883
-4,302
510
$2.7M 0.04%
116,638
-16,052
511
$2.7M 0.04%
68,792
-9,735
512
$2.69M 0.04%
45,396
-6,548
513
$2.67M 0.04%
161,895
-21,273
514
$2.65M 0.04%
108,967
-15,200
515
$2.64M 0.04%
115,429
-2,789
516
$2.63M 0.04%
57,172
-8,744
517
$2.62M 0.04%
68,369
-9,061
518
$2.56M 0.04%
58,867
-9,034
519
$2.55M 0.04%
97,408
-13,040
520
$2.55M 0.03%
199,038
-29,413
521
$2.54M 0.03%
167,068
-22,037
522
$2.53M 0.03%
77,972
-11,568
523
$2.52M 0.03%
106,276
-13,122
524
$2.52M 0.03%
59,550
-8,710
525
$2.51M 0.03%
30,311
-4,344
19 20
21
22 23