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
601
$2.08M 0.03%
31,507
-4,364
602
$2.08M 0.03%
26,956
-3,757
603
$2.08M 0.03%
45,490
-5,979
604
$2.08M 0.03%
45,749
-6,290
605
$2.08M 0.03%
3,496
-119
606
$2.07M 0.03%
74,864
-10,167
607
$2.06M 0.03%
60,804
-8,787
608
$2.06M 0.03%
108,795
-14,802
609
$2.05M 0.03%
29,862
-4,221
610
$2.05M 0.03%
68,270
-9,610
611
$2.05M 0.03%
40,794
-5,714
612
$2.04M 0.03%
74,238
-11,041
613
$2.03M 0.03%
22,199
-5,310
614
$2.03M 0.03%
62,229
-7,928
615
$2.03M 0.03%
94,783
-13,850
616
$2.01M 0.03%
32,248
-3,088
617
$2.01M 0.03%
2,504
-293
618
$2M 0.03%
31,042
-4,327
619
$1.99M 0.03%
31,822
-4,050
620
$1.99M 0.03%
23,560
-3,511
621
$1.98M 0.03%
219,329
-30,813
622
$1.98M 0.03%
63,306
-9,291
623
$1.98M 0.03%
22,862
-3,424
624
$1.98M 0.03%
67,310
-9,984
625
$1.98M 0.03%
49,086
-6,824
23 24
25
26 27