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
651
$1.89M 0.03%
109,125
-15,214
652
$1.88M 0.03%
21,708
-2,791
653
$1.87M 0.03%
29,355
-3,690
654
$1.87M 0.03%
30,067
-2,616
655
$1.86M 0.03%
60,331
-8,000
656
$1.86M 0.03%
33,261
-4,220
657
$1.86M 0.03%
13,391
-2,028
658
$1.85M 0.03%
59,057
-8,275
659
$1.85M 0.03%
48,768
-6,360
660
$1.85M 0.03%
74,922
-10,185
661
$1.85M 0.03%
37,612
-5,153
662
$1.84M 0.03%
128,166
-28,760
663
$1.84M 0.03%
61,260
-8,314
664
$1.82M 0.03%
27,556
-3,855
665
$1.82M 0.03%
68,260
-8,834
666
$1.82M 0.02%
78,621
-9,485
667
$1.82M 0.02%
51,047
668
$1.81M 0.02%
23,922
-3,469
669
$1.81M 0.02%
69,537
-9,465
670
$1.81M 0.02%
35,106
-4,719
671
$1.81M 0.02%
60,535
-9,024
672
$1.81M 0.02%
69,095
-9,427
673
$1.81M 0.02%
93,463
-749
674
$1.8M 0.02%
41,473
-5,759
675
$1.8M 0.02%
16,842
-2,278
25 26
27
28 29