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
501
$1.91M 0.04%
22,663
+3,143
502
$1.91M 0.04%
36,396
+5,000
503
$1.91M 0.04%
26,538
+3,669
504
$1.9M 0.04%
43,197
+6,341
505
$1.9M 0.04%
121,131
+4,018
506
$1.89M 0.04%
86,756
+11,914
507
$1.89M 0.04%
16,608
+734
508
$1.89M 0.04%
38,133
+5,249
509
$1.88M 0.04%
37,738
+5,272
510
$1.87M 0.04%
23,639
+3,344
511
$1.87M 0.04%
35,129
+4,836
512
$1.87M 0.04%
22,802
+3,144
513
$1.87M 0.04%
19,050
+1,801
514
$1.86M 0.04%
43,595
+6,026
515
$1.86M 0.04%
27,183
+3,772
516
$1.85M 0.03%
73,021
+11,270
517
$1.85M 0.03%
49,284
+2,044
518
$1.84M 0.03%
41,501
+5,890
519
$1.84M 0.03%
15,052
+2,138
520
$1.82M 0.03%
16,058
+2,280
521
$1.81M 0.03%
54,586
+7,518
522
$1.81M 0.03%
21,486
+2,010
523
$1.8M 0.03%
15,643
+705
524
$1.8M 0.03%
23,020
+2,163
525
$1.78M 0.03%
24,382
+3,375
19 20
21
22 23