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
751
$759K 0.02%
18,537
-8,663
752
$756K 0.02%
16,207
-2,475
753
$755K 0.02%
27,718
-2,393
754
$755K 0.02%
29,062
-2,509
755
$751K 0.02%
45,987
-3,971
756
$748K 0.02%
31,116
-2,687
757
$748K 0.02%
18,504
-1,598
758
$746K 0.02%
20,278
-1,751
759
$742K 0.02%
17,658
-1,525
760
$739K 0.02%
25,004
-2,159
761
$739K 0.02%
11,921
-1,029
762
$738K 0.02%
39,768
-3,434
763
$738K 0.02%
15,595
-1,347
764
$737K 0.02%
32,777
-2,831
765
$736K 0.02%
11,582
-1,000
766
$734K 0.02%
10,733
-927
767
$729K 0.02%
37,548
-3,242
768
$725K 0.02%
14,176
-1,224
769
$720K 0.02%
89,185
-7,701
770
$718K 0.02%
19,277
-1,664
771
$716K 0.02%
109,448
-15,190
772
$714K 0.02%
34,455
-2,975
773
$714K 0.02%
50,676
-4,376
774
$712K 0.02%
14,860
-1,710
775
$708K 0.02%
49,898
-4,308
29 30
31
32 33