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
576
$1.24M 0.03%
250,682
-21,642
577
$1.23M 0.03%
+67,219
578
$1.23M 0.03%
18,813
-1,625
579
$1.22M 0.03%
57,205
-7,738
580
$1.22M 0.03%
11,661
-1,684
581
$1.22M 0.03%
30,284
-2,615
582
$1.22M 0.03%
17,474
-1,509
583
$1.22M 0.03%
13,907
-1,201
584
$1.21M 0.03%
29,441
-4,205
585
$1.21M 0.03%
23,837
-3,377
586
$1.2M 0.03%
16,515
+180
587
$1.2M 0.03%
17,836
-1,540
588
$1.2M 0.03%
43,420
-3,749
589
$1.19M 0.03%
28,466
-2,458
590
$1.19M 0.03%
16,654
-1,438
591
$1.18M 0.03%
28,729
-4,151
592
$1.18M 0.03%
76,340
593
$1.18M 0.03%
30,737
-2,654
594
$1.18M 0.03%
20,442
-1,765
595
$1.18M 0.03%
31,310
-4,488
596
$1.18M 0.03%
16,919
-2,289
597
$1.17M 0.02%
43,181
-3,728
598
$1.17M 0.02%
42,645
-6,080
599
$1.17M 0.02%
26,925
-2,325
600
$1.16M 0.02%
79,562
-11,160
22 23
24
25 26