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
176
$6.02M 0.13%
154,380
-2,863
177
$6M 0.13%
355,140
-1,590
178
$5.95M 0.13%
113,790
-323
179
$5.93M 0.13%
120,320
-332
180
$5.91M 0.13%
66,160
-294
181
$5.91M 0.13%
99,596
-462
182
$5.89M 0.12%
85,353
-271
183
$5.87M 0.12%
66,630
-195
184
$5.78M 0.12%
74,174
-327
185
$5.74M 0.12%
144,542
-451
186
$5.73M 0.12%
32,172
-105
187
$5.72M 0.12%
87,478
-379
188
$5.71M 0.12%
35,627
-41
189
$5.7M 0.12%
107,656
-497
190
$5.65M 0.12%
111,346
-508
191
$5.61M 0.12%
105,770
-460
192
$5.53M 0.12%
74,490
-318
193
$5.5M 0.12%
+38,300
194
$5.46M 0.12%
326,405
-1,006
195
$5.45M 0.12%
73,865
-334
196
$5.45M 0.12%
162,701
-487
197
$5.35M 0.11%
306,511
-1,383
198
$5.33M 0.11%
31,038
-27,424
199
$5.29M 0.11%
123,168
-359
200
$5.28M 0.11%
76,532
-240
6 7
8
9 10