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
751
$988K 0.02%
309
-2
752
$986K 0.02%
45,754
+4,408
753
$984K 0.02%
26,440
+2,499
754
$980K 0.02%
10,081
+1,372
755
$979K 0.02%
30,379
+4,190
756
$977K 0.02%
10,817
+960
757
$976K 0.02%
213,904
+20,584
758
$973K 0.02%
27,360
+2,579
759
$968K 0.02%
23,324
+2,068
760
$967K 0.02%
98
+5
761
$964K 0.02%
33,931
+3,074
762
$963K 0.02%
114,016
+15,568
763
$962K 0.02%
12,297
+2,612
764
$961K 0.02%
30,015
+2,836
765
$959K 0.02%
28,262
+4,668
766
$958K 0.02%
15,278
+1,437
767
$957K 0.02%
72,956
+8,190
768
$954K 0.02%
+24,449
769
$946K 0.02%
1,457
+195
770
$946K 0.02%
8,920
+814
771
$945K 0.02%
57,424
+5,602
772
$945K 0.02%
43,673
+5,512
773
$943K 0.02%
26,832
+3,851
774
$929K 0.02%
218,172
775
$927K 0.02%
11,977
+1,133
29 30
31
32 33