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
126
$8.62M 0.17%
77,228
-2,279
127
$8.55M 0.17%
123,396
-3,793
128
$8.5M 0.17%
35,858
-1,111
129
$8.41M 0.17%
257,452
-7,557
130
$8.33M 0.17%
147,523
-4,374
131
$8.32M 0.17%
162,690
-4,839
132
$8.29M 0.17%
69,263
-2,140
133
$8.29M 0.17%
107,499
-3,325
134
$8.15M 0.16%
277,323
-8,492
135
$8.15M 0.16%
86,636
-2,696
136
$8.13M 0.16%
49,023
-1,449
137
$8.09M 0.16%
106,183
-3,281
138
$7.98M 0.16%
78,479
-2,422
139
$7.98M 0.16%
745,992
-22,941
140
$7.93M 0.16%
153,176
-4,700
141
$7.86M 0.16%
106,635
-3,301
142
$7.82M 0.16%
154,962
-4,740
143
$7.58M 0.15%
117,691
-3,509
144
$7.56M 0.15%
92,050
-2,799
145
$7.56M 0.15%
65,770
-1,945
146
$7.49M 0.15%
118,139
-3,451
147
$7.33M 0.15%
200,529
-9,028
148
$7.33M 0.15%
158,906
-4,820
149
$7.3M 0.15%
86,578
-2,626
150
$7.25M 0.14%
298,001
-9,174
4 5
6
7 8