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
251
$4.64M 0.09%
111,383
+4,870
252
$4.57M 0.09%
90,589
+4,035
253
$4.57M 0.09%
120,322
-571
254
$4.56M 0.09%
70,072
+3,127
255
$4.54M 0.09%
98,950
-4,815
256
$4.52M 0.09%
47,199
+2,143
257
$4.45M 0.08%
71,503
+3,191
258
$4.44M 0.08%
123,669
+5,456
259
$4.43M 0.08%
186,549
+8,216
260
$4.38M 0.08%
170,700
+7,852
261
$4.37M 0.08%
123,046
+5,642
262
$4.36M 0.08%
55,860
+2,601
263
$4.35M 0.08%
328,519
-1,549
264
$4.32M 0.08%
212,032
-896
265
$4.31M 0.08%
56,617
+2,623
266
$4.3M 0.08%
77,376
+3,435
267
$4.28M 0.08%
70,239
+32,249
268
$4.27M 0.08%
67,345
+2,957
269
$4.26M 0.08%
107,844
+4,858
270
$4.22M 0.08%
88,921
-411
271
$4.2M 0.08%
312,156
+13,836
272
$4.17M 0.08%
77,846
+3,453
273
$4.15M 0.08%
67,540
+3,141
274
$4.12M 0.08%
58,562
+2,526
275
$4.06M 0.08%
111,088
-491
9 10
11
12 13