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
826
$730K 0.01%
15,849
-2,422
827
$729K 0.01%
11,201
-1,471
828
$729K 0.01%
23,594
-5,200
829
$728K 0.01%
15,402
-2,026
830
$726K 0.01%
+9,857
831
$726K 0.01%
24,528
-3,210
832
$723K 0.01%
44,616
-5,862
833
$721K 0.01%
3,885
-730
834
$716K 0.01%
9,685
-1,213
835
$715K 0.01%
12,270
-1,611
836
$713K 0.01%
27,179
-3,403
837
$711K 0.01%
9,849
-1,277
838
$708K 0.01%
13,949
-1,831
839
$707K 0.01%
17,710
-2,306
840
$707K 0.01%
21,371
-2,658
841
$706K 0.01%
29,849
-3,929
842
$706K 0.01%
42,868
-5,643
843
$704K 0.01%
13,051
-1,710
844
$703K 0.01%
13,850
-1,820
845
$702K 0.01%
64,766
-10,209
846
$701K 0.01%
23,037
-3,037
847
$697K 0.01%
16,874
-2,225
848
$697K 0.01%
19,713
-25,471
849
$692K 0.01%
13,753
-2,954
850
$691K 0.01%
35,318
-4,641
32 33
34
35 36