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
626
$1.98M 0.03%
22,847
-3,045
627
$1.96M 0.03%
20,114
-2,794
628
$1.95M 0.03%
50,327
-6,631
629
$1.95M 0.03%
17,884
-2,490
630
$1.95M 0.03%
53,867
-7,512
631
$1.95M 0.03%
42,971
-6,135
632
$1.95M 0.03%
7,523
-1,006
633
$1.94M 0.03%
28,925
-4,770
634
$1.94M 0.03%
104,805
-12,897
635
$1.93M 0.03%
77,839
-10,763
636
$1.93M 0.03%
152,128
-22,110
637
$1.93M 0.03%
52,625
-6,336
638
$1.93M 0.03%
16,819
-1,736
639
$1.93M 0.03%
26,138
-3,577
640
$1.92M 0.03%
35,876
-4,800
641
$1.92M 0.03%
19,514
-2,373
642
$1.91M 0.03%
116,012
-17,008
643
$1.91M 0.03%
166,295
-22,201
644
$1.91M 0.03%
76,568
-10,521
645
$1.91M 0.03%
20,775
-2,931
646
$1.9M 0.03%
+306,077
647
$1.9M 0.03%
8,449
-1,166
648
$1.89M 0.03%
72,939
-8,764
649
$1.89M 0.03%
39,126
-4,483
650
$1.89M 0.03%
52,467
-6,928
24 25
26
27 28