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
876
$1.07M 0.01%
69,551
-2,560
877
$1.07M 0.01%
74,601
-4,218
878
$1.07M 0.01%
33,284
-2,067
879
$1.06M 0.01%
17,455
-231
880
$1.06M 0.01%
22,474
-461,993
881
$1.05M 0.01%
29,710
-653
882
$1.05M 0.01%
2,483
-113
883
$1.05M 0.01%
64,653
-2,645
884
$1.05M 0.01%
18,240
-407
885
$1.04M 0.01%
17,502
-414
886
$1.04M 0.01%
36,186
-1,899
887
$1.04M 0.01%
16,684
-643
888
$1.04M 0.01%
37,964
-2,187
889
$1.03M 0.01%
10,653
-266
890
$1.03M 0.01%
12,893
-745
891
$1.03M 0.01%
19,414
-483
892
$1.02M 0.01%
35,105
893
$1.02M 0.01%
29,085
-1,437
894
$1.02M 0.01%
32,276
-416
895
$1.01M 0.01%
17,162
-1,115
896
$1.01M 0.01%
264,930
-13,230
897
$999K 0.01%
30,377
-1,639
898
$997K 0.01%
19,321
-867
899
$997K 0.01%
18,865
-339
900
$994K 0.01%
18,001
-357
34 35
36
37 38