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
$5.29B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.64M
3
+$3.43M
4
TDG icon
TransDigm Group
TDG
+$2.3M
5
VRSK icon
Verisk Analytics
VRSK
+$1.97M

Top Sells

1
+$5.29M
2
+$4.97M
3
+$4.16M
4
VRSN icon
VeriSign
VRSN
+$1.46M
5
ADP icon
Automatic Data Processing
ADP
+$1.43M

Sector Composition

1 Financials 14.95%
2 Technology 14.16%
3 Healthcare 14.1%
4 Industrials 10.87%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.22M 0.1%
31,964
+1,447
227
$5.21M 0.1%
63,583
+2,894
228
$5.2M 0.1%
350,400
-1,650
229
$5.19M 0.1%
92,146
+4,145
230
$5.19M 0.1%
74,157
+3,347
231
$5.16M 0.1%
124,640
+5,500
232
$5.15M 0.1%
69,723
-320
233
$5.12M 0.1%
398,295
+17,685
234
$5.03M 0.1%
8,124
+374
235
$5.01M 0.09%
49,814
+2,222
236
$5M 0.09%
106,060
+4,708
237
$4.97M 0.09%
123,888
+5,445
238
$4.97M 0.09%
84,510
+3,573
239
$4.93M 0.09%
63,652
+2,778
240
$4.9M 0.09%
136,618
+5,794
241
$4.9M 0.09%
152,412
+7,054
242
$4.87M 0.09%
107,468
+7,445
243
$4.83M 0.09%
98,945
+14
244
$4.79M 0.09%
169,496
-767
245
$4.76M 0.09%
72,135
+3,212
246
$4.75M 0.09%
73,537
+3,362
247
$4.75M 0.09%
24,195
+11,726
248
$4.74M 0.09%
36,726
+1,665
249
$4.69M 0.09%
42,609
+1,904
250
$4.68M 0.09%
35,346
+1,340
8 9
10
11 12