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
76
$14.2M 0.28%
960,313
-27,796
77
$14.1M 0.28%
372,954
-11,200
78
$14M 0.28%
235,900
-6,946
79
$13.7M 0.27%
108,937
-3,283
80
$13.5M 0.27%
191,695
-5,640
81
$13.5M 0.27%
209,301
-6,430
82
$13.4M 0.27%
135,311
-4,144
83
$13.4M 0.27%
252,123
-8,093
84
$13.1M 0.26%
379,496
-11,321
85
$13.1M 0.26%
73,603
-2,318
86
$13.1M 0.26%
175,167
-5,188
87
$12.9M 0.26%
270,065
-8,278
88
$12.8M 0.26%
157,717
-4,703
89
$12.7M 0.25%
125,086
-3,823
90
$12.7M 0.25%
76,991
-2,365
91
$12.4M 0.25%
259,270
-5,139
92
$12.2M 0.24%
66,835
-1,333
93
$12M 0.24%
98,857
-2,828
94
$11.8M 0.24%
73,064
-2,375
95
$11.8M 0.24%
368,388
-7,180
96
$11.7M 0.23%
142,846
-4,122
97
$11.6M 0.23%
142,225
-4,506
98
$11.5M 0.23%
105,692
-2,261
99
$11.5M 0.23%
224,386
-6,564
100
$11.3M 0.23%
132,338
-3,945
2 3
4
5 6