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
726
$1.62M 0.02%
39,569
-1,263
727
$1.62M 0.02%
73,558
-5,063
728
$1.62M 0.02%
38,830
-1,883
729
$1.62M 0.02%
16,879
-416
730
$1.62M 0.02%
16,635
-1,698
731
$1.62M 0.02%
30,941
-1,251
732
$1.61M 0.02%
48,175
-2,268
733
$1.61M 0.02%
43,298
-1,476
734
$1.6M 0.02%
35,205
-1,542
735
$1.6M 0.02%
349,112
-12,544
736
$1.6M 0.02%
78,285
-2,545
737
$1.59M 0.02%
30,457
-1,538
738
$1.59M 0.02%
46,517
-2,482
739
$1.58M 0.02%
19,363
-864
740
$1.58M 0.02%
27,839
-2,228
741
$1.58M 0.02%
49,016
-1,863
742
$1.57M 0.02%
17,244
-618
743
$1.57M 0.02%
39,321
-953
744
$1.57M 0.02%
68,265
-3,649
745
$1.57M 0.02%
29,576
-1,225
746
$1.56M 0.02%
59,625
-2,636
747
$1.56M 0.02%
46,758
-1,010
748
$1.55M 0.02%
22,312
-367
749
$1.54M 0.02%
110,236
-4,706
750
$1.54M 0.02%
10,353
-433
28 29
30
31 32