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
$7.29B
AUM Growth
-$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,028
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.4M
3
+$4.8M
4
NWSA icon
News Corp Class A
NWSA
+$3.27M
5
S
Sprint Corporation
S
+$1.9M

Top Sells

1
+$125M
2
+$76.1M
3
+$32.2M
4
AAPL icon
Apple
AAPL
+$27M
5
XOM icon
Exxon Mobil
XOM
+$23.2M

Sector Composition

1 Financials 15.15%
2 Technology 13.17%
3 Healthcare 12.75%
4 Industrials 10.85%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$757K 0.01%
40,440
-4,976
952
$749K 0.01%
10,338
-1,168
953
$748K 0.01%
13,293
-1,715
954
$747K 0.01%
14,986
-2,446
955
$745K 0.01%
54,233
-7,680
956
$740K 0.01%
38,396
-4,935
957
$731K 0.01%
24,564
-3,450
958
$730K 0.01%
24,482
-3,018
959
$726K 0.01%
32,618
-3,927
960
$724K 0.01%
52,132
-6,906
961
$722K 0.01%
16,800
-3,965
962
$719K 0.01%
16,845
-2,736
963
$693K 0.01%
19,422
-3,724
964
$691K 0.01%
53,648
-7,325
965
$678K 0.01%
17,985
-2,286
966
$677K 0.01%
35,653
-2,345
967
$674K 0.01%
85,695
-13,625
968
$671K 0.01%
15,663
-1,995
969
$654K 0.01%
8,244
-1,338
970
$648K 0.01%
19,271
-2,833
971
$646K 0.01%
23,070
-3,037
972
$640K 0.01%
10,093
-2,038
973
$637K 0.01%
72,103
-9,023
974
$633K 0.01%
35,281
-4,250
975
$626K 0.01%
81,942
-9,450
37 38
39
40 41