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
176
$6.38M 0.13%
989,310
-19,810
177
$6.32M 0.13%
79,003
-2,342
178
$6.32M 0.13%
84,244
-2,596
179
$6.31M 0.13%
120,819
-3,699
180
$6.28M 0.13%
324,369
-10,677
181
$6.25M 0.12%
71,263
-2,188
182
$6.25M 0.12%
163,005
-222,799
183
$6.12M 0.12%
132,156
-4,028
184
$6.11M 0.12%
89,332
-2,726
185
$6.08M 0.12%
45,974
-1,411
186
$6.04M 0.12%
66,570
-2,070
187
$5.9M 0.12%
35,559
-1,120
188
$5.9M 0.12%
94,784
-2,873
189
$5.81M 0.12%
47,043
-1,456
190
$5.8M 0.12%
141,744
-4,420
191
$5.71M 0.11%
352,050
-9,825
192
$5.7M 0.11%
67,403
-2,052
193
$5.68M 0.11%
91,308
-2,812
194
$5.68M 0.11%
134,204
-4,098
195
$5.66M 0.11%
165,631
-7,440
196
$5.57M 0.11%
142,830
-4,110
197
$5.53M 0.11%
145,509
-4,482
198
$5.52M 0.11%
60,517
-1,928
199
$5.51M 0.11%
89,308
-2,614
200
$5.49M 0.11%
56,017
-1,718
6 7
8
9 10