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
501
$1.51M 0.03%
23,966
-3,473
502
$1.5M 0.03%
37,417
-5,358
503
$1.5M 0.03%
39,164
-3,382
504
$1.49M 0.03%
12,060
-17
505
$1.49M 0.03%
17,740
-2,595
506
$1.49M 0.03%
10,827
-935
507
$1.49M 0.03%
37,189
-5,351
508
$1.49M 0.03%
19,998
-1,727
509
$1.48M 0.03%
37,529
-5,386
510
$1.48M 0.03%
26,776
-3,831
511
$1.48M 0.03%
35,886
-5,101
512
$1.48M 0.03%
28,862
-4,153
513
$1.48M 0.03%
60,530
-8,833
514
$1.47M 0.03%
77,909
-10,813
515
$1.46M 0.03%
30,263
-2,613
516
$1.46M 0.03%
13,248
-1,892
517
$1.46M 0.03%
15,203
-2,147
518
$1.45M 0.03%
29,513
-4,193
519
$1.45M 0.03%
50,920
-7,393
520
$1.45M 0.03%
28,909
-4,073
521
$1.45M 0.03%
15,548
-1,343
522
$1.44M 0.03%
27,613
-3,891
523
$1.44M 0.03%
44,607
-6,360
524
$1.44M 0.03%
29,767
-4,313
525
$1.43M 0.03%
33,630
-4,776
19 20
21
22 23