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
601
$1.16M 0.02%
36,126
-5,175
602
$1.16M 0.02%
21,567
-3,158
603
$1.15M 0.02%
28,179
-2,433
604
$1.15M 0.02%
113,157
-15,517
605
$1.15M 0.02%
14,512
-2,120
606
$1.14M 0.02%
34,787
-3,004
607
$1.13M 0.02%
21,923
-1,893
608
$1.13M 0.02%
20,445
-2,959
609
$1.13M 0.02%
70,119
-10,544
610
$1.13M 0.02%
15,257
-1,317
611
$1.11M 0.02%
10,392
-897
612
$1.11M 0.02%
36,110
-3,118
613
$1.11M 0.02%
24,187
-2,088
614
$1.11M 0.02%
52,495
-7,513
615
$1.11M 0.02%
11,871
-1,025
616
$1.11M 0.02%
33,165
-2,864
617
$1.1M 0.02%
14,767
-1,275
618
$1.1M 0.02%
19,449
-2,851
619
$1.09M 0.02%
36,601
-5,354
620
$1.09M 0.02%
50,848
-5,852
621
$1.09M 0.02%
28,257
-2,440
622
$1.08M 0.02%
13,289
-1,898
623
$1.08M 0.02%
75,647
-10,700
624
$1.08M 0.02%
30,517
-2,636
625
$1.07M 0.02%
80,029
-6,911
23 24
25
26 27