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
901
$584K 0.01%
33,133
-4,397
902
$583K 0.01%
3,707
-493
903
$582K 0.01%
12,254
-1,618
904
$581K 0.01%
9,462
-1,246
905
$581K 0.01%
13,300
-1,804
906
$579K 0.01%
21,794
-2,844
907
$578K 0.01%
20,292
-3,674
908
$577K 0.01%
9,889
-1,293
909
$577K 0.01%
13,091
-1,671
910
$570K 0.01%
12,661
-1,665
911
$570K 0.01%
17,280
-2,292
912
$568K 0.01%
15,630
-2,068
913
$568K 0.01%
18,633
-2,784
914
$565K 0.01%
13,291
-1,752
915
$561K 0.01%
34,346
-4,502
916
$556K 0.01%
35,785
-4,663
917
$554K 0.01%
10,090
-2,104
918
$554K 0.01%
9,160
-1,198
919
$550K 0.01%
20,003
-2,505
920
$545K 0.01%
12,992
-1,712
921
$544K 0.01%
20,080
-2,597
922
$543K 0.01%
9,741
-2,242
923
$542K 0.01%
9,542
-1,242
924
$539K 0.01%
9,614
-1,260
925
$538K 0.01%
12,490
-1,643
35 36
37
38 39