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
101
$14.9M 0.2%
238,925
-35,063
102
$14.8M 0.2%
359,798
-53,129
103
$14.8M 0.2%
256,120
-37,318
104
$14.7M 0.2%
412,942
-60,479
105
$14.7M 0.2%
122,102
-18,185
106
$14.7M 0.2%
54,157
-7,838
107
$14.5M 0.2%
228,122
-34,036
108
$14.5M 0.2%
480,088
-70,592
109
$14.2M 0.19%
428,370
-60,665
110
$14.1M 0.19%
702,076
-103,724
111
$14M 0.19%
253,781
-37,100
112
$13.9M 0.19%
197,421
-27,221
113
$13.8M 0.19%
162,051
-23,603
114
$13.8M 0.19%
60,516
-8,880
115
$13.7M 0.19%
107,669
-15,624
116
$13.7M 0.19%
148,268
-22,002
117
$13.5M 0.18%
195,899
-28,427
118
$13.4M 0.18%
120,472
-17,668
119
$13.3M 0.18%
259,111
-37,765
120
$13.2M 0.18%
155,618
-23,040
121
$13.1M 0.18%
140,393
-21,005
122
$13M 0.18%
160,331
-23,551
123
$12.9M 0.18%
216,278
-31,897
124
$12.9M 0.18%
246,283
-35,619
125
$12.8M 0.18%
266,587
-39,176
3 4
5
6 7