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
926
$882K 0.01%
62,543
-3,492
927
$879K 0.01%
78,565
-2,716
928
$876K 0.01%
22,056
-1,160
929
$870K 0.01%
24,479
-1,327
930
$869K 0.01%
23,456
-730
931
$867K 0.01%
24,438
-990
932
$867K 0.01%
228,203
-9,197
933
$867K 0.01%
29,506
-818
934
$863K 0.01%
23,511
-1,053
935
$858K 0.01%
27,614
-577
936
$848K 0.01%
42,898
-1,867
937
$848K 0.01%
22,208
-967
938
$831K 0.01%
25,177
-790
939
$828K 0.01%
16,747
-53
940
$826K 0.01%
30,073
-2,545
941
$824K 0.01%
25,038
-782
942
$819K 0.01%
34,140
-256
943
$817K 0.01%
34,481
-1,657
944
$793K 0.01%
40,318
-1,750
945
$776K 0.01%
19,271
-151
946
$775K 0.01%
18,663
-1,158
947
$771K 0.01%
76,274
-6,372
948
$761K 0.01%
18,606
-665
949
$760K 0.01%
67,621
-2,828
950
$755K 0.01%
84,071
-1,624
36 37
38
39 40