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
526
$1.78M 0.03%
21,538
+905
527
$1.77M 0.03%
23,904
+2,136
528
$1.77M 0.03%
45,680
+8,872
529
$1.76M 0.03%
34,669
+4,719
530
$1.76M 0.03%
46,190
+6,458
531
$1.76M 0.03%
45,508
+4,292
532
$1.76M 0.03%
32,460
+4,519
533
$1.75M 0.03%
37,512
+3,574
534
$1.75M 0.03%
36,367
+1,623
535
$1.74M 0.03%
49,040
+6,794
536
$1.73M 0.03%
11,532
-90
537
$1.72M 0.03%
45,289
+6,303
538
$1.72M 0.03%
66,136
+9,368
539
$1.72M 0.03%
39,395
+5,394
540
$1.71M 0.03%
17,031
+1,715
541
$1.71M 0.03%
19,810
+1,861
542
$1.71M 0.03%
17,876
+1,690
543
$1.7M 0.03%
36,183
+3,539
544
$1.7M 0.03%
15,955
+1,509
545
$1.7M 0.03%
59,590
+6,229
546
$1.7M 0.03%
101,591
+9,624
547
$1.7M 0.03%
63,946
+2,821
548
$1.69M 0.03%
44,656
+4,112
549
$1.68M 0.03%
32,143
+4,725
550
$1.68M 0.03%
62,183
+8,931
20 21
22
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