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
801
$765K 0.02%
32,890
-4,301
802
$764K 0.02%
8,825
-1,719
803
$764K 0.02%
18,450
-3,462
804
$763K 0.02%
19,498
-2,547
805
$760K 0.02%
9,828
-1,305
806
$758K 0.02%
35,790
-4,676
807
$757K 0.02%
193,320
-25,448
808
$757K 0.02%
19,553
-2,583
809
$754K 0.02%
16,334
-331
810
$754K 0.02%
1,979
-254
811
$753K 0.02%
23,689
-3,120
812
$749K 0.02%
12,817
-1,684
813
$749K 0.02%
17,679
-10,443
814
$749K 0.02%
8,368
-1,581
815
$747K 0.01%
9,545
-1,254
816
$746K 0.01%
18,965
-2,497
817
$745K 0.01%
31,035
-3,886
818
$745K 0.01%
10,916
-1,367
819
$744K 0.01%
147,175
-19,365
820
$743K 0.01%
31,784
-4,188
821
$739K 0.01%
5,471
-111
822
$738K 0.01%
21,864
-2,814
823
$735K 0.01%
41,993
-7,797
824
$733K 0.01%
52,232
-6,864
825
$731K 0.01%
90,410
-11,907
31 32
33
34 35