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 13.24%
3 Healthcare 12.75%
4 Industrials 10.78%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.7M 0.28%
180,159
-26,752
77
$20.7M 0.28%
410,519
-60,332
78
$19.6M 0.27%
266,019
-38,715
79
$19.5M 0.27%
291,681
-43,098
80
$19.3M 0.26%
207,394
-30,506
81
$19.2M 0.26%
297,370
-43,706
82
$19.2M 0.26%
248,241
-36,132
83
$19.1M 0.26%
136,689
-19,747
84
$19.1M 0.26%
225,108
-32,996
85
$18.6M 0.25%
484,467
+376,954
86
$18.5M 0.25%
458,918
-67,336
87
$17.4M 0.24%
415,184
-60,994
88
$17.2M 0.24%
357,505
-84,659
89
$17.1M 0.24%
367,969
-53,970
90
$17M 0.23%
629,880
-92,151
91
$17M 0.23%
264,971
-39,091
92
$16.9M 0.23%
1,772,987
-258,210
93
$16.8M 0.23%
595,388
-87,576
94
$16.8M 0.23%
200,811
-28,820
95
$16.6M 0.23%
241,624
-35,418
96
$15.9M 0.22%
218,791
-32,340
97
$15.6M 0.21%
243,962
-1,955,451
98
$15M 0.21%
166,105
-24,238
99
$15M 0.21%
192,123
-28,017
100
$14.9M 0.2%
130,848
-19,255
2 3
4
5 6