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
1
$185M 2.54%
10,879,120
-1,587,096
2
$158M 2.17%
1,839,243
-270,076
3
$115M 1.58%
3,448,199
-508,187
4
$102M 1.4%
892,960
-130,359
5
$101M 1.38%
1,162,359
-169,677
6
$97.8M 1.34%
4,483,583
-650,067
7
$97.4M 1.34%
801,505
-117,961
8
$85.7M 1.18%
1,134,085
-166,100
9
$83.5M 1.15%
735,893
-109,094
10
$82.6M 1.13%
2,000,161
-291,219
11
$80.8M 1.11%
1,563,624
-229,493
12
$79.8M 1.09%
450,530
-66,172
13
$79.4M 1.09%
2,915,439
+176,327
14
$75.3M 1.03%
2,946,811
-434,075
15
$61.6M 0.84%
4,462,155
-650,902
16
$61.1M 0.84%
1,259,395
-183,737
17
$60M 0.82%
1,584,952
-231,612
18
$59.5M 0.82%
1,309,526
-192,085
19
$58.7M 0.8%
349,056
-452,578
20
$58.6M 0.8%
676,689
-99,312
21
$55.3M 0.76%
1,184,638
-172,707
22
$51.8M 0.71%
2,212,639
-322,688
23
$50.9M 0.7%
639,873
-93,807
24
$49.3M 0.68%
2,000,175
-293,934
25
$48.8M 0.67%
1,472,178
-214,428
1
2 3 4 5