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
976
$625K 0.01%
12,754
-1,823
977
$611K 0.01%
17,704
-3,187
978
$602K 0.01%
58,868
-6,892
979
$575K 0.01%
10,461
-2,216
980
$568K 0.01%
2,761
-688
981
$548K 0.01%
27,933
-2,944
982
$536K 0.01%
11,104
-1,374
983
$523K 0.01%
28,400
-5,000
984
$514K 0.01%
11,447
-987
985
$510K 0.01%
15,094
986
$493K 0.01%
23,442
-2,009
987
$487K 0.01%
11,269
-1,448
988
$470K 0.01%
8,369
-1,406
989
$441K 0.01%
28,536
-731
990
$441K 0.01%
42,835
-3,907
991
$427K 0.01%
11,405
-1,055
992
$405K 0.01%
24,310
-1,864
993
$402K 0.01%
10,558
-1,728
994
$395K 0.01%
32,987
-3,511
995
$378K 0.01%
12,765
-1,151
996
$364K 0.01%
13,760
-1,501
997
$358K ﹤0.01%
11,589
-770
998
$349K ﹤0.01%
74,496
-11,180
999
$344K ﹤0.01%
13,730
-1,980
1000
$309K ﹤0.01%
8,937
-917
38 39
40
41 42