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
151
$7.18M 0.14%
88,543
-2,746
152
$7.14M 0.14%
136,242
-3,922
153
$7.12M 0.14%
132,801
-11,987
154
$7.07M 0.14%
53,609
-1,652
155
$7.05M 0.14%
19,553
-550
156
$7.03M 0.14%
107,982
-3,335
157
$6.99M 0.14%
35,464
-1,029
158
$6.88M 0.14%
100,754
-3,096
159
$6.82M 0.14%
69,242
-2,116
160
$6.81M 0.14%
56,481
-1,741
161
$6.76M 0.13%
150,791
-4,587
162
$6.73M 0.13%
83,286
-2,546
163
$6.67M 0.13%
82,738
-2,423
164
$6.62M 0.13%
227,224
-6,954
165
$6.62M 0.13%
254,220
-7,794
166
$6.61M 0.13%
70,043
-2,239
167
$6.61M 0.13%
107,576
-3,380
168
$6.58M 0.13%
58,536
-1,789
169
$6.58M 0.13%
176,608
-5,215
170
$6.55M 0.13%
37,384
-150,406
171
$6.54M 0.13%
74,444
-2,231
172
$6.53M 0.13%
166,155
-4,932
173
$6.53M 0.13%
301,757
-8,842
174
$6.41M 0.13%
170,263
-5,421
175
$6.4M 0.13%
121,232
-3,696
5 6
7
8 9