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
101
$11.1M 0.22%
57,107
-1,699
102
$11M 0.22%
284,557
-8,452
103
$11M 0.22%
175,468
-5,215
104
$10.5M 0.21%
31,937
-978
105
$10.2M 0.2%
345,696
-12,134
106
$10.2M 0.2%
432,932
-8,212
107
$10.1M 0.2%
98,162
-2,915
108
$10.1M 0.2%
70,152
-1,963
109
$10M 0.2%
115,940
-3,579
110
$10M 0.2%
114,001
-3,517
111
$9.96M 0.2%
143,963
-4,408
112
$9.93M 0.2%
135,995
-4,184
113
$9.86M 0.2%
241,641
-4,855
114
$9.82M 0.2%
156,525
-4,859
115
$9.82M 0.2%
113,423
-3,445
116
$9.66M 0.19%
247,526
-7,397
117
$9.61M 0.19%
75,540
-2,316
118
$9.57M 0.19%
219,058
-6,573
119
$9.53M 0.19%
172,108
-2,688
120
$9.41M 0.19%
72,865
-2,170
121
$9.19M 0.18%
98,119
-2,806
122
$9.09M 0.18%
265,240
-8,064
123
$8.98M 0.18%
95,597
-2,945
124
$8.81M 0.18%
83,946
-2,485
125
$8.72M 0.17%
151,350
-2,789
3 4
5
6 7