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 Technology 14.16%
3 Healthcare 14.1%
4 Industrials 10.87%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.2M 0.4%
227,809
-1,051
52
$20.9M 0.4%
302,721
-1,417
53
$20.1M 0.38%
359,189
-1,067
54
$19.8M 0.38%
58,474
-272
55
$19.6M 0.37%
436,154
-2,376
56
$19.6M 0.37%
176,038
-819
57
$19.2M 0.36%
201,983
-1,137
58
$18.9M 0.36%
1,038,065
-5,546
59
$18.5M 0.35%
217,109
-1,474
60
$18.1M 0.34%
470,781
-2,815
61
$17.9M 0.34%
234,802
-1,098
62
$17.8M 0.34%
246,021
-1,348
63
$17.4M 0.33%
737,933
-4,156
64
$17.3M 0.33%
250,758
-1,365
65
$16.9M 0.32%
375,501
-1,746
66
$16.8M 0.32%
242,783
-1,130
67
$16.7M 0.32%
238,424
-1,116
68
$16.7M 0.31%
64,739
-293
69
$16.5M 0.31%
344,164
-2,070
70
$15.8M 0.3%
195,783
-9,165
71
$15.7M 0.3%
227,377
-1,282
72
$15.6M 0.29%
73,347
-256
73
$15.4M 0.29%
108,442
-495
74
$15.3M 0.29%
181,054
-10,641
75
$15.2M 0.29%
371,258
-1,696
1 2
3
4 5