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 Healthcare 14.1%
3 Technology 14.09%
4 Industrials 10.95%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.23M 0.04%
98,696
+4,400
452
$2.21M 0.04%
33,412
+1,514
453
$2.21M 0.04%
99,984
+4,350
454
$2.21M 0.04%
49,510
+2,145
455
$2.21M 0.04%
7,299
+1,006
456
$2.21M 0.04%
81,882
+3,551
457
$2.19M 0.04%
51,735
+7,599
458
$2.19M 0.04%
16,401
+739
459
$2.19M 0.04%
64,893
+3,136
460
$2.17M 0.04%
25,463
+1,156
461
$2.17M 0.04%
104,450
+4,591
462
$2.16M 0.04%
40,364
+1,761
463
$2.15M 0.04%
35,338
+4,886
464
$2.15M 0.04%
204,103
-1,608
465
$2.12M 0.04%
32,272
+1,447
466
$2.12M 0.04%
45,221
+2,027
467
$2.1M 0.04%
34,766
+4,729
468
$2.1M 0.04%
104,149
+6,135
469
$2.09M 0.04%
74,392
+3,295
470
$2.08M 0.04%
40,226
+5,537
471
$2.07M 0.04%
23,778
+1,066
472
$2.06M 0.04%
34,385
+1,532
473
$2.05M 0.04%
27,505
+1,275
474
$2.04M 0.04%
150,610
+7,280
475
$2.04M 0.04%
58,071
+2,765
17 18
19
20 21