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
651
$1.09M 0.02%
23,608
-3,096
652
$1.09M 0.02%
10,749
-1,416
653
$1.09M 0.02%
9,280
-1,162
654
$1.09M 0.02%
43,521
-5,717
655
$1.09M 0.02%
29,208
-5,881
656
$1.09M 0.02%
57,519
-7,202
657
$1.08M 0.02%
47,975
-6,326
658
$1.08M 0.02%
29,282
-3,854
659
$1.08M 0.02%
12,300
-1,539
660
$1.08M 0.02%
50,237
-6,616
661
$1.08M 0.02%
15,623
-1,956
662
$1.08M 0.02%
25,917
-3,407
663
$1.08M 0.02%
30,848
-4,052
664
$1.07M 0.02%
950
-126
665
$1.07M 0.02%
26,189
-4,906
666
$1.07M 0.02%
29,607
-5,521
667
$1.07M 0.02%
75,647
-14,121
668
$1.07M 0.02%
62,180
-8,170
669
$1.07M 0.02%
8,127
-1,018
670
$1.07M 0.02%
19,832
-3,732
671
$1.06M 0.02%
24,317
-3,199
672
$1.06M 0.02%
16,110
-2,017
673
$1.05M 0.02%
89,465
-11,784
674
$1.05M 0.02%
30,188
-5,619
675
$1.05M 0.02%
13,821
-1,815
25 26
27
28 29