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
676
$1.17M 0.02%
13,412
+1,237
677
$1.17M 0.02%
26,773
+2,456
678
$1.17M 0.02%
47,923
+4,402
679
$1.17M 0.02%
12,578
+1,155
680
$1.17M 0.02%
76,968
+10,357
681
$1.17M 0.02%
29,815
+2,745
682
$1.16M 0.02%
64,895
+6,117
683
$1.16M 0.02%
24,925
+3,418
684
$1.16M 0.02%
22,842
+2,126
685
$1.15M 0.02%
18,076
+2,444
686
$1.15M 0.02%
42,948
+3,894
687
$1.15M 0.02%
50,498
+4,637
688
$1.14M 0.02%
14,967
+1,381
689
$1.14M 0.02%
9,420
+1,289
690
$1.14M 0.02%
35,191
+4,774
691
$1.13M 0.02%
28,664
+2,648
692
$1.13M 0.02%
9,812
+928
693
$1.12M 0.02%
18,349
+1,658
694
$1.12M 0.02%
21,035
+1,937
695
$1.12M 0.02%
11,771
+1,108
696
$1.12M 0.02%
124,885
+16,642
697
$1.12M 0.02%
41,788
+3,762
698
$1.11M 0.02%
12,726
+1,194
699
$1.1M 0.02%
40,935
+5,482
700
$1.1M 0.02%
20,527
+1,929
26 27
28
29 30