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
526
$2.5M 0.03%
47,458
-6,333
527
$2.5M 0.03%
23,898
-3,556
528
$2.5M 0.03%
60,458
-8,424
529
$2.5M 0.03%
71,650
-9,496
530
$2.5M 0.03%
160,388
-22,312
531
$2.49M 0.03%
177,562
-25,039
532
$2.49M 0.03%
56,559
-7,886
533
$2.48M 0.03%
21,369
-3,013
534
$2.48M 0.03%
41,304
-5,741
535
$2.48M 0.03%
45,214
-6,909
536
$2.45M 0.03%
76,061
-2,079
537
$2.45M 0.03%
197,556
-28,144
538
$2.45M 0.03%
38,959
-5,598
539
$2.45M 0.03%
72,665
-9,676
540
$2.44M 0.03%
40,443
-5,792
541
$2.44M 0.03%
43,987
-5,931
542
$2.4M 0.03%
87,399
-11,817
543
$2.38M 0.03%
63,076
-9,841
544
$2.37M 0.03%
35,083
-4,793
545
$2.37M 0.03%
39,991
-4,634
546
$2.36M 0.03%
56,659
-8,354
547
$2.36M 0.03%
64,468
-10,157
548
$2.35M 0.03%
32,775
-10,045
549
$2.34M 0.03%
32,226
-4,424
550
$2.34M 0.03%
111,236
-16,160
20 21
22
23 24