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
801
$878K 0.02%
7,556
+714
802
$877K 0.02%
32,341
+3,059
803
$875K 0.02%
18,944
+1,776
804
$872K 0.02%
10,494
+1,123
805
$871K 0.02%
10,868
+1,040
806
$864K 0.02%
27,076
+2,548
807
$857K 0.02%
26,077
+2,469
808
$846K 0.02%
20,265
+1,917
809
$842K 0.02%
18,725
+5,100
810
$839K 0.02%
99,891
+9,481
811
$836K 0.02%
16,325
+1,549
812
$834K 0.02%
19,536
+1,857
813
$832K 0.02%
12,376
+1,175
814
$830K 0.02%
24,380
+2,156
815
$827K 0.02%
38,819
+3,501
816
$825K 0.02%
34,775
-5,264
817
$820K 0.02%
7,915
+749
818
$817K 0.02%
21,298
+3,047
819
$815K 0.02%
20,853
+12,668
820
$815K 0.02%
22,061
+2,078
821
$811K 0.02%
35,092
+3,308
822
$810K 0.02%
17,318
+3,192
823
$810K 0.02%
6,376
+602
824
$806K 0.02%
24,072
+2,278
825
$806K 0.02%
10,715
+1,023
31 32
33
34 35