IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.04%
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
+$8.01M
2
+$3.2M
3
+$1.95M
4
ALLE icon
Allegion
ALLE
+$1.75M
5
TWTR
Twitter, Inc.
TWTR
+$1.54M

Top Sells

1
+$32.5M
2
+$19.4M
3
+$7.35M
4
DELL
DELL INC
DELL
+$7.18M
5
XOM icon
Exxon Mobil
XOM
+$5.93M

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
1026
– –
-96,148
1027
– –
-55,681
1028
– –
-100,644
1029
– –
-521,078
1030
– –
-33,945
1031
– –
-115,429
38 39 40 41
42