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
551
$1.41M 0.03%
27,023
-5,432
552
$1.39M 0.03%
25,078
-3,649
553
$1.38M 0.03%
38,986
-7,931
554
$1.38M 0.03%
61,208
-8,929
555
$1.38M 0.03%
30,293
-6,086
556
$1.37M 0.03%
13,778
-2,848
557
$1.37M 0.03%
33,921
-6,890
558
$1.35M 0.03%
27,418
-5,730
559
$1.35M 0.03%
24,550
-5,027
560
$1.35M 0.03%
40,544
-5,838
561
$1.35M 0.03%
27,472
-4,032
562
$1.34M 0.03%
26,534
-3,814
563
$1.34M 0.03%
144,263
+110,376
564
$1.34M 0.03%
37,844
-7,599
565
$1.33M 0.03%
16,225
-2,358
566
$1.33M 0.03%
29,950
-5,939
567
$1.33M 0.03%
18,077
-924
568
$1.33M 0.03%
20,857
-3,040
569
$1.33M 0.03%
57,352
+1,596
570
$1.32M 0.03%
103,495
-7,331
571
$1.31M 0.03%
10,176
-1,480
572
$1.31M 0.03%
21,007
-4,260
573
$1.31M 0.03%
53,708
-10,125
574
$1.3M 0.03%
47,068
-9,522
575
$1.3M 0.03%
32,825
-6,636
21 22
23
24 25