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
201
$5.47M 0.11%
91,208
-2,739
202
$5.45M 0.11%
99,795
-3,057
203
$5.45M 0.11%
49,026
-1,508
204
$5.41M 0.11%
76,527
-1,499
205
$5.38M 0.11%
618,340
-18,830
206
$5.38M 0.11%
73,027
-2,097
207
$5.36M 0.11%
132,387
-4,129
208
$5.3M 0.11%
25,514
-414
209
$5.29M 0.11%
33,130
-522
210
$5.27M 0.11%
109,573
-8,811
211
$5.24M 0.1%
145,704
-4,967
212
$5.22M 0.1%
89,608
-2,782
213
$5.06M 0.1%
110,635
-10,847
214
$5.01M 0.1%
161,777
-11,128
215
$4.99M 0.1%
109,434
-9,018
216
$4.93M 0.1%
365,950
-30,650
217
$4.9M 0.1%
103,765
+7,619
218
$4.89M 0.1%
61,623
-5,235
219
$4.86M 0.1%
126,185
-10,523
220
$4.84M 0.1%
36,733
-3,030
221
$4.81M 0.1%
125,325
-10,448
222
$4.74M 0.09%
31,206
-2,242
223
$4.68M 0.09%
120,893
-3,109
224
$4.63M 0.09%
47,592
-3,976
225
$4.6M 0.09%
111,538
-9,263
7 8
9
10 11