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 13.17%
3 Healthcare 12.75%
4 Industrials 10.85%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.76M 0.11%
208,023
-28,746
202
$7.72M 0.11%
107,319
-15,638
203
$7.71M 0.11%
225,934
-32,926
204
$7.63M 0.1%
135,187
-19,408
205
$7.61M 0.1%
83,521
-12,156
206
$7.53M 0.1%
128,924
-19,280
207
$7.52M 0.1%
107,071
-14,819
208
$7.47M 0.1%
182,567
-27,088
209
$7.46M 0.1%
426,632
-62,057
210
$7.45M 0.1%
113,525
-16,434
211
$7.41M 0.1%
118,803
-16,093
212
$7.37M 0.1%
201,028
-29,214
213
$7.37M 0.1%
141,300
-20,800
214
$7.35M 0.1%
96,961
-8,217
215
$7.25M 0.1%
223,533
-32,682
216
$7.21M 0.1%
153,820
-22,612
217
$7.18M 0.1%
521,078
-77,117
218
$7.14M 0.1%
288,419
-41,944
219
$7.04M 0.1%
157,303
-21,922
220
$7M 0.1%
90,473
-13,322
221
$6.91M 0.09%
241,449
-18,341
222
$6.89M 0.09%
209,361
-30,620
223
$6.88M 0.09%
158,948
-23,208
224
$6.84M 0.09%
251,155
-34,829
225
$6.83M 0.09%
53,717
-7,383
7 8
9
10 11