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
901
$357K 0.01%
24,207
-3,424
902
$355K 0.01%
15,175
-1,310
903
$347K 0.01%
10,641
-919
904
$345K 0.01%
5,291
-457
905
$342K 0.01%
10,427
-4,873
906
$339K 0.01%
22,902
-1,978
907
$331K 0.01%
23,337
-2,015
908
$331K 0.01%
17,686
-1,527
909
$326K 0.01%
25,778
-2,226
910
$324K 0.01%
31,128
-2,688
911
$317K 0.01%
37,639
-4,332
912
$311K 0.01%
20,807
-1,797
913
$310K 0.01%
17,643
-1,523
914
$309K 0.01%
13,391
-1,156
915
$308K 0.01%
20,118
-1,737
916
$304K 0.01%
17,859
-2,055
917
$302K 0.01%
92,968
-8,028
918
$301K 0.01%
13,877
-1,198
919
$290K 0.01%
43,749
-3,778
920
$284K 0.01%
13,648
-1,179
921
$280K 0.01%
50,977
922
$276K 0.01%
23,887
-2,063
923
$269K 0.01%
50,031
-45,518
924
$265K 0.01%
34,257
-2,958
925
$252K 0.01%
15,577
-1,345
35 36
37
38 39