IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$65.4M
2
+$36.5M
3
+$5.2M
4
AGN
Allergan plc
AGN
+$4.6M
5
CYH icon
Community Health Systems
CYH
+$4.59M

Top Sells

1
+$36.6M
2
+$29.7M
3
+$8.47M
4
FRX
FOREST LABORATORIES INC
FRX
+$6.7M
5
AAPL icon
Apple
AAPL
+$4.77M

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
776
$818K 0.02%
18,527
-2,410
777
$813K 0.02%
46,778
-6,118
778
$809K 0.02%
41,720
-5,485
779
$807K 0.02%
21,717
-2,861
780
$807K 0.02%
23,581
-3,104
781
$803K 0.02%
25,290
-3,339
782
$800K 0.02%
33,082
-4,353
783
$799K 0.02%
24,801
-3,514
784
$799K 0.02%
55,959
-7,402
785
$794K 0.02%
+218,172
786
$794K 0.02%
17,226
-2,273
787
$792K 0.02%
30,857
-4,069
788
$784K 0.02%
8,770
-1,154
789
$780K 0.02%
31,379
-4,147
790
$780K 0.02%
21,167
-2,752
791
$779K 0.02%
5,774
-759
792
$778K 0.02%
35,574
-6,544
793
$775K 0.02%
32,798
-4,282
794
$774K 0.02%
20,028
-2,508
795
$773K 0.02%
10,222
-1,340
796
$772K 0.02%
17,168
-2,261
797
$770K 0.02%
10,844
-38,719
798
$769K 0.02%
7,166
-935
799
$766K 0.02%
27,016
-3,383
800
$765K 0.02%
11,083
-1,428
30 31
32
33 34