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
101
$10.3M 0.22%
131,857
-476
102
$10.2M 0.22%
121,697
-518
103
$10.1M 0.21%
68,895
-263
104
$10.1M 0.21%
115,891
-527
105
$10.1M 0.21%
221,197
-626
106
$9.95M 0.21%
70,795
-316
107
$9.91M 0.21%
133,610
-492
108
$9.85M 0.21%
88,664
-295
109
$9.83M 0.21%
133,062
-484
110
$9.77M 0.21%
146,569
-564
111
$9.48M 0.2%
148,532
-673
112
$9.47M 0.2%
84,965
-382
113
$9.36M 0.2%
114,268
-498
114
$9.32M 0.2%
+294,430
115
$9.25M 0.2%
30,526
-106
116
$9.24M 0.2%
103,052
-290
117
$9.14M 0.19%
64,098
-288
118
$9.09M 0.19%
201,492
-476
119
$9.04M 0.19%
19,079
-48
120
$8.75M 0.19%
238,061
-849
121
$8.68M 0.18%
188,593
-3,454
122
$8.61M 0.18%
62,603
-281
123
$8.58M 0.18%
146,508
-434
124
$8.57M 0.18%
110,301
-411
125
$8.39M 0.18%
52,693
+157
3 4
5
6 7