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
626
$1.33M 0.03%
19,275
+1,740
627
$1.33M 0.03%
35,358
+5,189
628
$1.33M 0.03%
28,043
+2,552
629
$1.33M 0.03%
87,453
+11,806
630
$1.33M 0.03%
23,802
+2,285
631
$1.32M 0.03%
17,738
+1,628
632
$1.32M 0.03%
130,753
+4,782
633
$1.32M 0.03%
19,387
+2,706
634
$1.32M 0.02%
28,563
+2,646
635
$1.32M 0.02%
+11,706
636
$1.32M 0.02%
11,932
+2,001
637
$1.31M 0.02%
33,932
+3,135
638
$1.31M 0.02%
18,889
+1,942
639
$1.31M 0.02%
55,402
+5,165
640
$1.31M 0.02%
18,791
+1,857
641
$1.31M 0.02%
33,834
+3,115
642
$1.3M 0.02%
17,249
+1,626
643
$1.3M 0.02%
8,945
+818
644
$1.3M 0.02%
68,436
+6,256
645
$1.3M 0.02%
55,247
+5,100
646
$1.29M 0.02%
20,327
+1,861
647
$1.29M 0.02%
23,200
+2,116
648
$1.28M 0.02%
259,668
+24,127
649
$1.28M 0.02%
11,584
+1,573
650
$1.28M 0.02%
+33,833
24 25
26
27 28