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
$4.71B
AUM Growth
-$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.32M
3
+$7.1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$5.5M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$4.05M

Top Sells

1
+$22.2M
2
+$12.3M
3
+$10.7M
4
EBAY icon
eBay
EBAY
+$10.1M
5
AZO icon
AutoZone
AZO
+$5.1M

Sector Composition

1 Financials 15.07%
2 Healthcare 14.6%
3 Technology 13.99%
4 Industrials 10.16%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.81M 0.04%
16,616
-2,373
452
$1.8M 0.04%
17,663
-2,511
453
$1.79M 0.04%
42,456
-6,197
454
$1.78M 0.04%
17,284
-2,474
455
$1.78M 0.04%
148,012
-8,676
456
$1.78M 0.04%
15,370
-2,232
457
$1.76M 0.04%
95,158
-12,913
458
$1.75M 0.04%
81,540
-11,936
459
$1.74M 0.04%
14,812
-2,117
460
$1.73M 0.04%
13,048
-1,861
461
$1.73M 0.04%
43,971
-202
462
$1.72M 0.04%
30,539
-4,256
463
$1.72M 0.04%
23,802
-3,489
464
$1.72M 0.04%
106,805
-15,265
465
$1.71M 0.04%
31,643
-4,498
466
$1.71M 0.04%
53,313
-7,777
467
$1.71M 0.04%
34,171
-4,964
468
$1.71M 0.04%
59,036
-8,421
469
$1.71M 0.04%
14,700
-2,080
470
$1.7M 0.04%
14,201
-1,997
471
$1.69M 0.04%
57,672
-8,259
472
$1.69M 0.04%
19,182
-2,772
473
$1.69M 0.04%
88,237
-12,699
474
$1.66M 0.04%
91,926
-12,844
475
$1.64M 0.03%
34,256
-4,620
17 18
19
20 21