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
751
$864K 0.02%
32,386
-4,282
752
$861K 0.02%
21,918
-2,879
753
$860K 0.02%
33,332
-4,393
754
$859K 0.02%
24,992
-3,281
755
$857K 0.02%
28,909
-5,373
756
$853K 0.02%
14,058
-1,845
757
$853K 0.02%
14,812
-1,974
758
$844K 0.02%
21,256
-2,764
759
$844K 0.02%
24,781
-3,268
760
$843K 0.02%
22,981
-4,485
761
$840K 0.02%
17,062
-2,245
762
$839K 0.02%
62,676
-8,260
763
$838K 0.02%
37,615
-4,925
764
$835K 0.02%
1,326
-173
765
$835K 0.02%
41,346
-5,458
766
$833K 0.02%
51,822
-6,812
767
$833K 0.02%
14,776
-1,941
768
$832K 0.02%
37,565
-5,059
769
$826K 0.02%
26,236
-3,460
770
$826K 0.02%
34,950
-4,596
771
$824K 0.02%
21,660
-2,850
772
$823K 0.02%
23,941
-3,149
773
$821K 0.02%
22,531
-2,982
774
$820K 0.02%
10,663
-1,389
775
$820K 0.02%
25,192
-4,657
29 30
31
32 33