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
826
$1.26M 0.02%
53,809
-2,994
827
$1.24M 0.02%
18,591
-440
828
$1.24M 0.02%
42,334
-4,833
829
$1.24M 0.02%
28,614
-1,040
830
$1.23M 0.02%
3,696
-101
831
$1.23M 0.02%
2,226
-1,270
832
$1.23M 0.02%
38,327
-1,104
833
$1.22M 0.02%
57,716
-3,057
834
$1.21M 0.02%
63,497
-1,761
835
$1.21M 0.02%
26,055
-1,411
836
$1.21M 0.02%
66,630
-2,398
837
$1.21M 0.02%
22,579
-1,882
838
$1.21M 0.02%
22,470
-905
839
$1.2M 0.02%
15,320
-366
840
$1.2M 0.02%
25,488
-1,320
841
$1.2M 0.02%
37,423
-1,791
842
$1.2M 0.02%
26,372
-548
843
$1.19M 0.02%
40,561
-1,710
844
$1.19M 0.02%
24,582
-458
845
$1.19M 0.02%
63,120
-3,233
846
$1.19M 0.02%
27,765
-1,117
847
$1.18M 0.02%
194,628
-9,110
848
$1.18M 0.02%
25,404
-2,665
849
$1.18M 0.02%
159,630
-6,297
850
$1.18M 0.02%
22,554
-1,275
32 33
34
35 36