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
626
$1.15M 0.02%
10,223
-1,342
627
$1.15M 0.02%
108,243
-19,993
628
$1.14M 0.02%
16,691
-2,204
629
$1.14M 0.02%
50,147
-6,590
630
$1.14M 0.02%
22,299
-4,255
631
$1.14M 0.02%
103,666
-2,129
632
$1.14M 0.02%
11,622
-165
633
$1.14M 0.02%
15,389
-2,035
634
$1.14M 0.02%
75,533
-14,303
635
$1.13M 0.02%
9,371
-1,375
636
$1.13M 0.02%
18,073
-2,814
637
$1.13M 0.02%
15,632
-2,931
638
$1.13M 0.02%
43,313
-5,685
639
$1.12M 0.02%
9,245
-1,199
640
$1.12M 0.02%
14,402
-1,894
641
$1.12M 0.02%
12,323
-1,607
642
$1.12M 0.02%
33,993
-6,376
643
$1.11M 0.02%
36,006
-6,807
644
$1.11M 0.02%
14,268
-1,787
645
$1.11M 0.02%
17,174
-3,231
646
$1.11M 0.02%
13,764
-1,810
647
$1.1M 0.02%
8,106
-1,015
648
$1.1M 0.02%
21,526
-2,696
649
$1.1M 0.02%
28,166
-5,686
650
$1.1M 0.02%
23,146
-4,337
24 25
26
27 28