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
$5.33B
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.02M
3
+$7.88M
4
COR icon
Cencora
COR
+$6.32M
5
RCL icon
Royal Caribbean
RCL
+$3.21M

Top Sells

1
+$15.6M
2
+$11.5M
3
+$4.37M
4
CFN
CAREFUSION CORPORATION
CFN
+$3.03M
5
AAL icon
American Airlines Group
AAL
+$2.95M

Sector Composition

1 Healthcare 14.65%
2 Financials 14.45%
3 Technology 14.28%
4 Industrials 10.59%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.72M 0.03%
10,234
-2
552
$1.72M 0.03%
23,718
553
$1.72M 0.03%
54,558
-28
554
$1.72M 0.03%
28,043
555
$1.7M 0.03%
69,876
-102
556
$1.7M 0.03%
38,354
-16
557
$1.69M 0.03%
36,148
-35
558
$1.67M 0.03%
19,387
559
$1.67M 0.03%
11,932
560
$1.67M 0.03%
17,005
561
$1.67M 0.03%
13,556
562
$1.66M 0.03%
19,806
-4
563
$1.66M 0.03%
45,595
-85
564
$1.66M 0.03%
61,810
-373
565
$1.65M 0.03%
21,053
566
$1.64M 0.03%
15,719
567
$1.64M 0.03%
11,706
568
$1.64M 0.03%
27,679
-20
569
$1.63M 0.03%
23,934
-30
570
$1.63M 0.03%
25,551
571
$1.62M 0.03%
10,174
572
$1.61M 0.03%
59,590
573
$1.61M 0.03%
63,896
-50
574
$1.61M 0.03%
34,872
575
$1.59M 0.03%
41,750
21 22
23
24 25