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
51
$19.5M 0.39%
263,579
-7,826
52
$19.5M 0.39%
360,256
-11,038
53
$19.4M 0.39%
58,746
-1,806
54
$19.1M 0.38%
201,506
-6,144
55
$18.9M 0.38%
204,948
-6,272
56
$18.3M 0.37%
438,530
-12,902
57
$18.1M 0.36%
203,120
-6,066
58
$17.7M 0.35%
742,089
-25,119
59
$17.4M 0.35%
176,857
-5,415
60
$16.8M 0.34%
1,043,611
-31,863
61
$16.5M 0.33%
218,583
-6,666
62
$16.3M 0.33%
239,540
-7,367
63
$16.3M 0.33%
473,596
-14,620
64
$15.8M 0.32%
243,913
-7,698
65
$15.7M 0.31%
377,247
-11,884
66
$15.7M 0.31%
65,032
+20,538
67
$15.7M 0.31%
147,882
-4,637
68
$15.5M 0.31%
346,234
-10,458
69
$15.3M 0.31%
247,369
-7,616
70
$15.3M 0.31%
154,297
-5,227
71
$15M 0.3%
512,270
-14,497
72
$14.9M 0.3%
228,659
-6,731
73
$14.8M 0.3%
12,795
-371
74
$14.7M 0.29%
130,789
-3,925
75
$14.4M 0.29%
419,082
-12,738
1 2
3
4 5