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
551
$1.66M 0.03%
82,072
+11,307
552
$1.66M 0.03%
66,792
-16,875
553
$1.65M 0.03%
38,020
+5,195
554
$1.65M 0.03%
61,694
+7,986
555
$1.65M 0.03%
31,164
+4,141
556
$1.65M 0.03%
16,456
-94
557
$1.64M 0.03%
67,600
+6,392
558
$1.64M 0.03%
24,687
+2,329
559
$1.63M 0.03%
27,699
+2,621
560
$1.62M 0.03%
23,964
+1,213
561
$1.6M 0.03%
59,586
+2,796
562
$1.6M 0.03%
67,741
+10,389
563
$1.59M 0.03%
43,899
+6,055
564
$1.58M 0.03%
10,570
+998
565
$1.58M 0.03%
31,184
+2,917
566
$1.57M 0.03%
26,744
+2,569
567
$1.57M 0.03%
28,511
+3,961
568
$1.57M 0.03%
23,718
+2,197
569
$1.56M 0.03%
26,591
+3,680
570
$1.55M 0.03%
21,053
+2,902
571
$1.55M 0.03%
19,889
+2,715
572
$1.54M 0.03%
40,436
+3,819
573
$1.53M 0.03%
18,799
+1,121
574
$1.53M 0.03%
+37,574
575
$1.53M 0.03%
34,363
+5,155
21 22
23
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