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
876
$625K 0.01%
9,412
-1,247
877
$625K 0.01%
10,648
-1,400
878
$624K 0.01%
50,812
-6,680
879
$623K 0.01%
19,175
-2,843
880
$623K 0.01%
9,692
-1,278
881
$621K 0.01%
10,388
-1,366
882
$620K 0.01%
16,070
-2,113
883
$617K 0.01%
15,459
-2,041
884
$613K 0.01%
19,688
-2,619
885
$613K 0.01%
17,256
-2,598
886
$612K 0.01%
35,130
-4,500
887
$612K 0.01%
41,831
-6,569
888
$607K 0.01%
7,202
-942
889
$601K 0.01%
59,849
-8,197
890
$601K 0.01%
14,053
-1,836
891
$599K 0.01%
5,499
-726
892
$599K 0.01%
9,033
-1,265
893
$599K 0.01%
11,670
-1,532
894
$598K 0.01%
1,523
-291
895
$595K 0.01%
31,613
-5,977
896
$593K 0.01%
19,204
-2,399
897
$593K 0.01%
9,393
-1,232
898
$593K 0.01%
14,110
-1,857
899
$592K 0.01%
20,151
-2,646
900
$584K 0.01%
13,637
-1,799
34 35
36
37 38