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
676
$1.05M 0.02%
17,658
-2,329
677
$1.05M 0.02%
30,797
-4,050
678
$1.05M 0.02%
74,022
-14,286
679
$1.04M 0.02%
43,417
-5,721
680
$1.04M 0.02%
47,550
-6,235
681
$1.04M 0.02%
15,737
-2,068
682
$1.04M 0.02%
21,456
-2,829
683
$1.03M 0.02%
11,423
-1,502
684
$1.03M 0.02%
21,517
-2,817
685
$1.02M 0.02%
49,552
-6,204
686
$1.02M 0.02%
10,531
-1,371
687
$1.02M 0.02%
22,839
-3,002
688
$1.02M 0.02%
18,332
-2,392
689
$1.02M 0.02%
17,253
-3,222
690
$1.02M 0.02%
15,316
-2,116
691
$1.01M 0.02%
98,448
-18,704
692
$1.01M 0.02%
31,034
-4,092
693
$1.01M 0.02%
42,738
-5,403
694
$1M 0.02%
21,084
-2,749
695
$1M 0.02%
30,169
-5,930
696
$998K 0.02%
235,541
-30,830
697
$996K 0.02%
10,453
-1,453
698
$992K 0.02%
13,586
-1,773
699
$989K 0.02%
15,387
-2,897
700
$988K 0.02%
18,466
-2,434
26 27
28
29 30