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
701
$1.1M 0.02%
35,600
+3,214
702
$1.1M 0.02%
24,102
+2,215
703
$1.09M 0.02%
47,681
+4,368
704
$1.08M 0.02%
23,915
+2,255
705
$1.08M 0.02%
19,284
+1,751
706
$1.08M 0.02%
13,335
+1,246
707
$1.08M 0.02%
17,724
+1,614
708
$1.07M 0.02%
41,233
+3,668
709
$1.07M 0.02%
25,113
+2,274
710
$1.07M 0.02%
23,662
+3,189
711
$1.07M 0.02%
52,217
+5,439
712
$1.07M 0.02%
98,367
+8,902
713
$1.07M 0.02%
9,768
+1,400
714
$1.06M 0.02%
48,495
+4,345
715
$1.06M 0.02%
104,606
-448
716
$1.06M 0.02%
24,212
+2,294
717
$1.06M 0.02%
53,596
+5,621
718
$1.05M 0.02%
48,022
+4,365
719
$1.05M 0.02%
5,994
+550
720
$1.05M 0.02%
41,380
+3,765
721
$1.04M 0.02%
11,621
+1,168
722
$1.04M 0.02%
102,496
-355
723
$1.04M 0.02%
122,197
+5,277
724
$1.04M 0.02%
36,583
+3,501
725
$1.04M 0.02%
15,525
+1,467
27 28
29
30 31