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
26
$35.7M 0.67%
1,282,815
-6,648
27
$35.7M 0.67%
378,266
-2,188
28
$35.6M 0.67%
376,447
-2,174
29
$35.4M 0.67%
336,862
-1,165
30
$33.7M 0.64%
1,178,781
-6,036
31
$33.3M 0.63%
546,962
32
$32.9M 0.62%
501,724
-2,796
33
$32M 0.61%
393,374
-2,100
34
$31.2M 0.59%
419,650
-2,339
35
$29.7M 0.56%
186,643
-961
36
$28.8M 0.54%
1,856,380
-9,280
37
$28.2M 0.53%
293,077
-1,589
38
$27.6M 0.52%
323,295
-1,500
39
$26.9M 0.51%
225,684
-1,225
40
$26.4M 0.5%
192,319
-1,098
41
$25.9M 0.49%
358,151
-1,851
42
$25.6M 0.48%
391,868
-1,825
43
$24.8M 0.47%
245,147
-1,218
44
$24.1M 0.46%
489,621
-2,540
45
$24.1M 0.46%
408,637
-1,896
46
$23.6M 0.45%
181,857
-1,060
47
$22.8M 0.43%
243,556
-1,322
48
$22.6M 0.43%
262,173
-1,406
49
$22.4M 0.42%
200,437
-1,069
50
$21.5M 0.41%
110,694
-909
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2
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