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
501
$1.58M 0.03%
9,781
-1,993
502
$1.58M 0.03%
40,612
-5,912
503
$1.57M 0.03%
36,856
-7,865
504
$1.57M 0.03%
42,246
-8,560
505
$1.57M 0.03%
20,295
-4,189
506
$1.56M 0.03%
85,341
-17,178
507
$1.56M 0.03%
33,938
-4,934
508
$1.55M 0.03%
18,133
-1,436
509
$1.55M 0.03%
116,920
-9,667
510
$1.55M 0.03%
40,275
-43,759
511
$1.54M 0.03%
44,136
-9,154
512
$1.53M 0.03%
45,648
-6,653
513
$1.52M 0.03%
86,316
-17,384
514
$1.52M 0.03%
22,869
-4,587
515
$1.52M 0.03%
12,914
-2,666
516
$1.51M 0.03%
12,554
-1,834
517
$1.5M 0.03%
12,355
-1,803
518
$1.49M 0.03%
22,911
-4,652
519
$1.49M 0.03%
17,249
-2,517
520
$1.49M 0.03%
30,037
-5,984
521
$1.49M 0.03%
19,658
-3,982
522
$1.49M 0.03%
3,558
-711
523
$1.48M 0.03%
32,644
-4,802
524
$1.48M 0.03%
17,678
-1,407
525
$1.48M 0.03%
29,977
-6,054
19 20
21
22 23