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
701
$1.75M 0.02%
25,779
-774
702
$1.75M 0.02%
30,260
-646
703
$1.74M 0.02%
37,052
-560
704
$1.74M 0.02%
57,725
-1,469
705
$1.73M 0.02%
37,416
-1,710
706
$1.73M 0.02%
110,553
-12,017
707
$1.72M 0.02%
50,724
-323
708
$1.72M 0.02%
34,114
-1,628
709
$1.71M 0.02%
56,937
-2,120
710
$1.71M 0.02%
40,640
-1,521
711
$1.71M 0.02%
64,251
-3,850
712
$1.71M 0.02%
42,232
-1,160
713
$1.7M 0.02%
31,273
-1,988
714
$1.67M 0.02%
85,727
-4,040
715
$1.67M 0.02%
85,296
-4,606
716
$1.67M 0.02%
12,383
-400
717
$1.67M 0.02%
30,484
-1,230
718
$1.67M 0.02%
19,593
-946
719
$1.67M 0.02%
56,451
-1,990
720
$1.66M 0.02%
83,896
-1,373
721
$1.64M 0.02%
25,710
-802
722
$1.63M 0.02%
68,981
-3,623
723
$1.63M 0.02%
32,420
-989
724
$1.63M 0.02%
60,240
-1,568
725
$1.62M 0.02%
23,826
-627
27 28
29
30 31