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
851
$688K 0.01%
17,738
-2,331
852
$681K 0.01%
32,047
-4,220
853
$681K 0.01%
8,435
-1,107
854
$678K 0.01%
36,912
-4,860
855
$677K 0.01%
21,416
+851
856
$676K 0.01%
26,710
-3,519
857
$673K 0.01%
40,713
-8,622
858
$670K 0.01%
10,820
-1,339
859
$669K 0.01%
1,582
-210
860
$662K 0.01%
22,316
-2,985
861
$661K 0.01%
30,117
-3,965
862
$661K 0.01%
21,355
-2,809
863
$661K 0.01%
9,553
-1,259
864
$656K 0.01%
33,114
-4,369
865
$654K 0.01%
22,224
-2,912
866
$654K 0.01%
19,983
-2,545
867
$654K 0.01%
25,437
-3,338
868
$641K 0.01%
26,840
+1,067
869
$641K 0.01%
11,001
-1,378
870
$640K 0.01%
35,778
-4,706
871
$639K 0.01%
34,480
-4,546
872
$636K 0.01%
87,323
-11,494
873
$636K 0.01%
76,342
-10,032
874
$634K 0.01%
2,677
-335
875
$633K 0.01%
10,743
-1,410
33 34
35
36 37