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 14.05%
4 Industrials 10.11%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.7M 0.44%
330,290
-1,186
52
$20.3M 0.43%
238,512
-776
53
$19.6M 0.42%
343,499
-621
54
$19.2M 0.41%
213,211
-751
55
$18.8M 0.4%
324,759
-1,442
56
$18.5M 0.39%
104,680
-381
57
$18.3M 0.39%
199,139
-704
58
$17.7M 0.38%
209,568
-624
59
$17.2M 0.36%
170,816
-595
60
$17.1M 0.36%
409,099
-1,410
61
$17M 0.36%
57,304
-152
62
$16.9M 0.36%
396,028
-1,607
63
$16.3M 0.35%
231,544
-1,199
64
$15.9M 0.34%
210,963
-783
65
$15.9M 0.34%
12,626
-38
66
$15.8M 0.33%
107,134
-378
67
$15.3M 0.32%
152,862
-595
68
$14.9M 0.32%
362,424
-1,580
69
$14.7M 0.31%
300,221
-1,040
70
$14.6M 0.31%
177,470
-654
71
$14.2M 0.3%
219,679
-770
72
$14.2M 0.3%
75,755
-387
73
$14.1M 0.3%
200,819
-688
74
$13.9M 0.3%
66,036
-213
75
$13.1M 0.28%
947,740
-2,722
1 2
3
4 5