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
601
$1.21M 0.02%
12,367
-1,573
602
$1.21M 0.02%
18,251
-3,769
603
$1.21M 0.02%
17,535
-2,283
604
$1.21M 0.02%
15,126
-1,957
605
$1.21M 0.02%
21,877
-4,019
606
$1.21M 0.02%
9,572
-1,260
607
$1.21M 0.02%
20,905
-4,229
608
$1.21M 0.02%
33,855
-4,430
609
$1.21M 0.02%
53,361
-7,015
610
$1.21M 0.02%
58,778
-7,724
611
$1.2M 0.02%
36,808
-10,366
612
$1.2M 0.02%
30,697
-4,484
613
$1.2M 0.02%
25,491
-3,306
614
$1.19M 0.02%
10,850
-1,992
615
$1.19M 0.02%
38,674
-7,137
616
$1.19M 0.02%
38,164
-7,051
617
$1.19M 0.02%
16,947
-2,579
618
$1.18M 0.02%
184,374
-12,563
619
$1.18M 0.02%
21,521
-2,843
620
$1.18M 0.02%
15,393
-2,242
621
$1.18M 0.02%
87,165
-15,871
622
$1.18M 0.02%
16,934
-2,229
623
$1.17M 0.02%
21,507
-4,089
624
$1.17M 0.02%
16,681
-3,441
625
$1.15M 0.02%
39,711
-5,235
23 24
25
26 27