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
$7.64B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.5M
3
+$1.98M
4
AAL icon
American Airlines Group
AAL
+$1.91M
5
ALLE icon
Allegion
ALLE
+$1.79M

Top Sells

1
+$33.9M
2
+$21.7M
3
+$7.8M
4
DELL
DELL INC
DELL
+$7.18M
5
XOM icon
Exxon Mobil
XOM
+$6.49M

Sector Composition

1 Financials 15.34%
2 Technology 13.55%
3 Healthcare 12.85%
4 Industrials 11.23%
5 Energy 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.91M 0.03%
+75,585
652
$1.91M 0.02%
104,908
-3,887
653
$1.9M 0.02%
1,854
-65
654
$1.9M 0.02%
59,596
-2,633
655
$1.9M 0.02%
26,862
-1,036
656
$1.9M 0.02%
99,356
-5,449
657
$1.89M 0.02%
46,544
-2,224
658
$1.88M 0.02%
30,123
-1,699
659
$1.88M 0.02%
18,231
-748
660
$1.88M 0.02%
58,852
-2,408
661
$1.87M 0.02%
16,351
-491
662
$1.87M 0.02%
71,790
-3,132
663
$1.87M 0.02%
74,464
-3,066
664
$1.86M 0.02%
25,076
-1,062
665
$1.86M 0.02%
18,623
-891
666
$1.86M 0.02%
47,054
-1,956
667
$1.86M 0.02%
53,167
-2,482
668
$1.86M 0.02%
17,125
-759
669
$1.86M 0.02%
17,725
-616
670
$1.85M 0.02%
66,924
-2,613
671
$1.85M 0.02%
122,198
-5,968
672
$1.85M 0.02%
75,055
-4,069
673
$1.85M 0.02%
26,468
-1,401
674
$1.84M 0.02%
46,679
-2,437
675
$1.84M 0.02%
43,565
-1,925
25 26
27
28 29