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 14.12%
3 Healthcare 13.8%
4 Industrials 10.46%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$931K 0.02%
20,473
-3,738
727
$930K 0.02%
20,818
-3,870
728
$926K 0.02%
27,070
-3,546
729
$924K 0.02%
35,453
-6,654
730
$919K 0.02%
11,947
-1,567
731
$915K 0.02%
44,150
-5,820
732
$910K 0.02%
20,739
-3,968
733
$909K 0.02%
21,730
-2,853
734
$906K 0.02%
17,533
-2,195
735
$903K 0.02%
38,161
-6,763
736
$902K 0.02%
21,887
-2,808
737
$899K 0.02%
26,016
-3,484
738
$899K 0.02%
13,841
-1,809
739
$895K 0.02%
38,026
-4,966
740
$894K 0.02%
11,532
-1,517
741
$891K 0.02%
102,851
-1,936
742
$886K 0.02%
5,444
-695
743
$885K 0.02%
19,694
-2,593
744
$881K 0.02%
43,657
-5,754
745
$877K 0.02%
18,598
-2,475
746
$873K 0.02%
6,842
-900
747
$871K 0.02%
8,709
-1,625
748
$870K 0.02%
11,372
-1,494
749
$870K 0.02%
10,186
-1,343
750
$865K 0.02%
23,319
-3,081
28 29
30
31 32