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 13.47%
3 Healthcare 12.85%
4 Industrials 11.31%
5 Energy 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.17M 0.02%
32,393
-806
852
$1.17M 0.02%
63,371
-4,898
853
$1.16M 0.02%
64,298
-3,368
854
$1.16M 0.02%
35,627
+389
855
$1.15M 0.02%
64,038
-3,880
856
$1.15M 0.02%
50,160
-240
857
$1.15M 0.02%
601
-51
858
$1.14M 0.02%
24,808
-1,268
859
$1.14M 0.02%
42,607
-2,188
860
$1.14M 0.01%
65,553
-1,256
861
$1.14M 0.01%
17,158
-629
862
$1.13M 0.01%
31,911
-1,582
863
$1.13M 0.01%
80,376
-4,380
864
$1.13M 0.01%
2,809
-16
865
$1.13M 0.01%
39,163
-2,915
866
$1.12M 0.01%
18,026
-709
867
$1.11M 0.01%
+72,637
868
$1.11M 0.01%
77,090
-4,041
869
$1.1M 0.01%
94,749
-3,946
870
$1.1M 0.01%
35,208
-1,142
871
$1.1M 0.01%
38,374
-896
872
$1.09M 0.01%
20,205
-136
873
$1.09M 0.01%
65,714
-1,637
874
$1.08M 0.01%
46,160
-2,082
875
$1.07M 0.01%
39,549
-1,627
33 34
35
36 37