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
526
$1.48M 0.03%
21,046
-4,265
527
$1.47M 0.03%
16,186
-2,354
528
$1.47M 0.03%
76,340
-202,047
529
$1.47M 0.03%
37,569
-7,621
530
$1.46M 0.03%
27,941
-5,671
531
$1.46M 0.03%
56,768
-11,778
532
$1.46M 0.03%
35,611
-7,338
533
$1.46M 0.03%
26,403
-5,263
534
$1.45M 0.03%
53,338
-10,797
535
$1.45M 0.03%
30,452
-6,152
536
$1.45M 0.03%
41,216
-6,026
537
$1.45M 0.03%
19,520
-3,970
538
$1.44M 0.03%
31,396
-6,327
539
$1.44M 0.03%
1,262
-251
540
$1.43M 0.03%
19,476
-2,792
541
$1.43M 0.03%
29,166
-5,922
542
$1.43M 0.03%
38,642
-7,957
543
$1.43M 0.03%
91,967
-13,445
544
$1.43M 0.03%
12,089
-1,765
545
$1.43M 0.03%
34,001
-6,807
546
$1.43M 0.03%
53,252
-10,815
547
$1.42M 0.03%
80,327
-15,833
548
$1.42M 0.03%
39,732
-8,132
549
$1.42M 0.03%
17,949
-2,617
550
$1.42M 0.03%
14,446
-2,109
20 21
22
23 24