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
851
$536K 0.01%
19,213
-1,659
852
$531K 0.01%
18,313
-2,695
853
$527K 0.01%
10,651
-920
854
$521K 0.01%
19,577
-1,690
855
$521K 0.01%
27,277
-2,355
856
$519K 0.01%
18,384
-1,587
857
$517K 0.01%
12,528
-1,082
858
$514K 0.01%
+13,289
859
$514K 0.01%
30,825
-2,662
860
$508K 0.01%
+18,800
861
$503K 0.01%
58,174
-5,023
862
$501K 0.01%
20,087
-1,734
863
$500K 0.01%
13,850
-1,196
864
$492K 0.01%
10,790
-932
865
$491K 0.01%
106,281
-9,177
866
$491K 0.01%
35,682
-3,081
867
$487K 0.01%
13,612
-1,175
868
$486K 0.01%
49,208
-4,248
869
$481K 0.01%
17,774
-1,535
870
$480K 0.01%
27,934
-3,216
871
$479K 0.01%
58,673
-8,342
872
$479K 0.01%
29,599
-2,557
873
$479K 0.01%
38,647
-3,337
874
$474K 0.01%
38,436
-3,319
875
$473K 0.01%
37,749
-3,259
33 34
35
36 37