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
401
$2.58M 0.05%
34,460
+1,802
402
$2.55M 0.05%
51,259
+2,226
403
$2.54M 0.05%
101,185
+4,471
404
$2.54M 0.05%
67,574
+3,009
405
$2.52M 0.05%
41,192
+1,815
406
$2.52M 0.05%
58,309
-202
407
$2.51M 0.05%
48,504
-258
408
$2.51M 0.05%
33,665
+1,658
409
$2.48M 0.05%
105,688
+4,408
410
$2.47M 0.05%
22,190
+1,004
411
$2.45M 0.05%
16,215
+700
412
$2.44M 0.05%
23,965
+1,045
413
$2.43M 0.05%
30,096
+1,339
414
$2.43M 0.05%
18,655
+820
415
$2.43M 0.05%
79,797
+3,845
416
$2.42M 0.05%
32,489
+1,393
417
$2.41M 0.05%
134,706
+5,937
418
$2.41M 0.05%
39,689
+1,804
419
$2.39M 0.05%
32,686
+5,214
420
$2.39M 0.05%
64,296
+2,570
421
$2.39M 0.05%
35,595
+1,563
422
$2.38M 0.04%
172,509
+8,207
423
$2.37M 0.04%
87,007
+3,842
424
$2.37M 0.04%
69,278
+3,287
425
$2.36M 0.04%
67,441
-909
15 16
17
18 19