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
826
$595K 0.01%
19,067
-1,646
827
$590K 0.01%
32,993
-2,849
828
$589K 0.01%
14,259
-1,231
829
$587K 0.01%
14,642
-1,265
830
$586K 0.01%
32,593
-2,814
831
$582K 0.01%
+17,675
832
$579K 0.01%
20,029
-1,729
833
$577K 0.01%
11,756
-1,015
834
$570K 0.01%
21,732
-1,876
835
$569K 0.01%
35,400
-3,057
836
$565K 0.01%
23,315
-2,013
837
$564K 0.01%
51,702
-4,464
838
$563K 0.01%
8,775
-1,010
839
$560K 0.01%
18,850
-1,628
840
$559K 0.01%
14,250
-1,231
841
$555K 0.01%
5,223
-689
842
$553K 0.01%
16,424
-1,418
843
$552K 0.01%
15,425
-1,332
844
$551K 0.01%
12,536
-1,082
845
$547K 0.01%
36,097
-3,117
846
$546K 0.01%
21,552
-3,257
847
$545K 0.01%
45,637
-3,942
848
$540K 0.01%
12,638
-1,091
849
$539K 0.01%
19,787
-1,708
850
$538K 0.01%
20,283
-1,751
32 33
34
35 36