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
601
$1.43M 0.03%
10,236
+956
602
$1.43M 0.03%
10,174
+929
603
$1.43M 0.03%
12,546
+1,696
604
$1.43M 0.03%
69,978
+12,588
605
$1.42M 0.03%
33,528
+5,362
606
$1.42M 0.03%
13,556
+1,233
607
$1.42M 0.03%
54,616
+5,064
608
$1.42M 0.03%
41,750
+5,744
609
$1.39M 0.03%
20,302
+2,229
610
$1.39M 0.03%
11,932
+1,103
611
$1.38M 0.03%
23,700
+2,174
612
$1.38M 0.03%
25,862
+3,563
613
$1.38M 0.03%
86,280
+12,258
614
$1.37M 0.03%
26,879
+3,733
615
$1.37M 0.03%
34,226
+4,619
616
$1.37M 0.03%
33,906
+3,058
617
$1.37M 0.03%
15,152
+1,388
618
$1.36M 0.03%
29,149
+3,957
619
$1.34M 0.03%
19,001
+924
620
$1.34M 0.03%
19,454
+1,796
621
$1.34M 0.03%
38,370
+4,034
622
$1.34M 0.03%
+39,729
623
$1.34M 0.03%
13,543
+1,243
624
$1.34M 0.03%
16,977
+1,584
625
$1.33M 0.03%
1,046
+96
23 24
25
26 27