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 13.24%
3 Healthcare 12.75%
4 Industrials 10.78%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.3M 0.4%
655,712
-95,780
52
$28.7M 0.39%
506,496
-74,574
53
$28.5M 0.39%
830,702
-122,267
54
$28M 0.38%
765,295
-111,913
55
$27.4M 0.38%
299,531
-44,094
56
$27.3M 0.38%
+816,302
57
$27M 0.37%
340,810
-50,122
58
$26.9M 0.37%
1,596,095
-232,578
59
$26.6M 0.36%
345,528
-50,344
60
$25.4M 0.35%
402,836
-58,572
61
$23.9M 0.33%
620,276
-89,954
62
$23.6M 0.32%
98,212
-14,391
63
$23.2M 0.32%
737,260
-108,427
64
$23M 0.32%
220,833
-32,426
65
$22.9M 0.31%
386,752
-55,829
66
$22.7M 0.31%
272,338
-39,608
67
$22.4M 0.31%
420,670
-61,291
68
$22.3M 0.31%
401,303
-58,623
69
$22.2M 0.3%
869,280
-127,344
70
$21.6M 0.3%
21,369
-3,055
71
$21.5M 0.29%
450,782
-66,008
72
$21.4M 0.29%
644,731
-94,284
73
$21.3M 0.29%
586,506
-85,742
74
$21.1M 0.29%
391,799
-56,672
75
$20.9M 0.29%
338,595
-49,186
1 2
3
4 5