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 13.47%
3 Healthcare 12.85%
4 Industrials 11.31%
5 Energy 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$753K 0.01%
78,612
-3,330
952
$748K 0.01%
34,799
-1,695
953
$732K 0.01%
41,189
-1,914
954
$732K 0.01%
22,634
-986
955
$729K 0.01%
9,974
-364
956
$723K 0.01%
16,686
-159
957
$707K 0.01%
22,767
-1,715
958
$694K 0.01%
13,440
-1,546
959
$685K 0.01%
51,606
-2,042
960
$680K 0.01%
34,952
-701
961
$678K 0.01%
53,324
-909
962
$677K 0.01%
14,099
-1,564
963
$677K 0.01%
56,688
-2,180
964
$677K 0.01%
17,577
-127
965
$673K 0.01%
28,270
-130
966
$670K 0.01%
16,528
-752
967
$668K 0.01%
50,038
-2,094
968
$666K 0.01%
10,050
-43
969
$639K 0.01%
37,205
-1,191
970
$638K 0.01%
12,174
-580
971
$637K 0.01%
69,695
-2,408
972
$632K 0.01%
8,103
-141
973
$613K 0.01%
29,254
-3,222
974
$612K 0.01%
2,751
-10
975
$594K 0.01%
36,344
-4,096
37 38
39
40 41