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
926
$538K 0.01%
+23,986
927
$537K 0.01%
+15,826
928
$537K 0.01%
14,926
-2,119
929
$533K 0.01%
10,042
-1,324
930
$524K 0.01%
20,819
-2,744
931
$521K 0.01%
9,468
-1,256
932
$519K 0.01%
12,536
-1,618
933
$517K 0.01%
38,548
-5,075
934
$513K 0.01%
14,921
-1,960
935
$511K 0.01%
9,264
-1,236
936
$511K 0.01%
117,918
-2,235
937
$509K 0.01%
14,126
-2,482
938
$508K 0.01%
147,300
-2,775
939
$508K 0.01%
+13,625
940
$505K 0.01%
4,457
-585
941
$500K 0.01%
9,715
-1,300
942
$499K 0.01%
14,544
-1,832
943
$493K 0.01%
14,393
-2,755
944
$492K 0.01%
7,147
-937
945
$492K 0.01%
23,178
-2,986
946
$490K 0.01%
13,873
-1,825
947
$488K 0.01%
10,814
-1,494
948
$488K 0.01%
59,052
-7,788
949
$486K 0.01%
16,133
-2,117
950
$486K 0.01%
32,912
-4,348
36 37
38
39 40