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
901
$993K 0.01%
75,915
-3,153
902
$993K 0.01%
38,116
-2,167
903
$990K 0.01%
19,922
-565
904
$990K 0.01%
23,988
-2,391
905
$989K 0.01%
38,389
-613
906
$987K 0.01%
7,979
-114
907
$985K 0.01%
12,689
-604
908
$983K 0.01%
21,709
-634
909
$971K 0.01%
111,273
-4,962
910
$968K 0.01%
25,560
-1,396
911
$967K 0.01%
15,826
-692
912
$964K 0.01%
23,297
-1,248
913
$947K 0.01%
40,647
-566
914
$945K 0.01%
18,096
-796
915
$937K 0.01%
16,962
-985
916
$933K 0.01%
31,459
-1,192
917
$927K 0.01%
22,679
-391
918
$926K 0.01%
239,262
-9,826
919
$924K 0.01%
+14,557
920
$915K 0.01%
85,022
-5,850
921
$907K 0.01%
39,671
-182
922
$903K 0.01%
31,931
-4,872
923
$901K 0.01%
15,350
-1,934
924
$893K 0.01%
31,869
-1,459
925
$886K 0.01%
218,172
-11,530
35 36
37
38 39