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
151
$10.3M 0.14%
202,869
-29,694
152
$10.3M 0.14%
249,592
-36,512
153
$10.2M 0.14%
293,117
-43,004
154
$10.1M 0.14%
130,602
-18,852
155
$10M 0.14%
156,846
-23,179
156
$10M 0.14%
272,333
-40,276
157
$9.94M 0.14%
148,282
-21,764
158
$9.91M 0.14%
227,480
-33,926
159
$9.85M 0.14%
117,904
-17,452
160
$9.84M 0.13%
39,978
-2,872
161
$9.82M 0.13%
194,216
-28,376
162
$9.82M 0.13%
126,917
-18,623
163
$9.79M 0.13%
289,933
-42,942
164
$9.78M 0.13%
274,792
-39,393
165
$9.68M 0.13%
131,061
-19,378
166
$9.68M 0.13%
167,588
-24,753
167
$9.63M 0.13%
455,725
-65,678
168
$9.56M 0.13%
107,057
-15,928
169
$9.51M 0.13%
277,778
-39,533
170
$9.51M 0.13%
59,214
-8,737
171
$9.49M 0.13%
127,459
-19,057
172
$9.4M 0.13%
80,963
-11,614
173
$9.27M 0.13%
137,158
-19,822
174
$9.23M 0.13%
96,883
-14,607
175
$9.2M 0.13%
93,353
-13,505
5 6
7
8 9