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
951
$484K 0.01%
18,814
-2,457
952
$484K 0.01%
18,263
-2,407
953
$484K 0.01%
13,771
-1,820
954
$483K 0.01%
8,199
-1,079
955
$475K 0.01%
33,725
-4,443
956
$475K 0.01%
20,371
-2,846
957
$467K 0.01%
20,144
-3,267
958
$461K 0.01%
19,232
-2,472
959
$457K 0.01%
18,267
+727
960
$457K 0.01%
41,278
-5,335
961
$450K 0.01%
8,036
-1,255
962
$445K 0.01%
7,467
-1,176
963
$442K 0.01%
11,196
-1,498
964
$440K 0.01%
18,738
-2,426
965
$438K 0.01%
23,651
-3,111
966
$438K 0.01%
160,338
-3,240
967
$438K 0.01%
16,061
-2,123
968
$437K 0.01%
+10,000
969
$420K 0.01%
16,054
+638
970
$419K 0.01%
10,026
-1,346
971
$417K 0.01%
331
-44
972
$415K 0.01%
13,593
-1,702
973
$415K 0.01%
29,062
-3,825
974
$415K 0.01%
21,016
-2,690
975
$414K 0.01%
5,703
-1,036
37 38
39
40 41