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
801
$1.37M 0.02%
34,129
802
$1.36M 0.02%
57,460
-1,652
803
$1.35M 0.02%
51,252
-4,962
804
$1.34M 0.02%
+28,902
805
$1.34M 0.02%
102,132
-4,110
806
$1.34M 0.02%
57,365
-1,793
807
$1.33M 0.02%
41,444
-1,788
808
$1.33M 0.02%
73,610
-4,176
809
$1.32M 0.02%
37,262
-1,286
810
$1.32M 0.02%
48,237
-2,646
811
$1.32M 0.02%
28,380
-1,268
812
$1.31M 0.02%
167,854
-7,449
813
$1.31M 0.02%
74,496
-2,537
814
$1.31M 0.02%
53,216
-2,050
815
$1.3M 0.02%
51,793
-827
816
$1.29M 0.02%
17,492
-682
817
$1.29M 0.02%
+25,361
818
$1.28M 0.02%
34,343
-984
819
$1.28M 0.02%
25,705
-1,027
820
$1.28M 0.02%
15,382
+467
821
$1.28M 0.02%
59,065
-3,936
822
$1.28M 0.02%
94,592
-4,440
823
$1.27M 0.02%
17,175
-1,421
824
$1.27M 0.02%
24,732
-1,164
825
$1.27M 0.02%
19,001
31 32
33
34 35