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
576
$1.3M 0.03%
25,299
-3,666
577
$1.29M 0.03%
28,267
-4,110
578
$1.28M 0.03%
10,114
-1,472
579
$1.28M 0.03%
29,450
-4,250
580
$1.28M 0.03%
21,768
-3,180
581
$1.28M 0.03%
9,931
-1,866
582
$1.28M 0.03%
23,411
-4,743
583
$1.28M 0.03%
29,820
-4,449
584
$1.28M 0.03%
39,441
-5,709
585
$1.27M 0.03%
61,751
-11,621
586
$1.26M 0.03%
8,819
-1,291
587
$1.25M 0.03%
17,270
-2,496
588
$1.25M 0.02%
30,719
-4,436
589
$1.25M 0.02%
36,617
-5,301
590
$1.25M 0.02%
29,997
-3,884
591
$1.25M 0.02%
24,175
-3,576
592
$1.25M 0.02%
34,336
-4,868
593
$1.24M 0.02%
18,151
-3,681
594
$1.24M 0.02%
125,971
-8,289
595
$1.24M 0.02%
16,291
-2,114
596
$1.23M 0.02%
20,716
-3,022
597
$1.23M 0.02%
22,358
-3,256
598
$1.22M 0.02%
29,360
-5,929
599
$1.22M 0.02%
70,765
-13,291
600
$1.21M 0.02%
10,829
-1,416
22 23
24
25 26