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
851
$770K 0.01%
39,667
+3,889
852
$767K 0.01%
25,257
+3,393
853
$764K 0.01%
11,096
+1,054
854
$760K 0.01%
6,071
+572
855
$760K 0.01%
10,569
+1,016
856
$759K 0.01%
12,911
+1,241
857
$756K 0.01%
55,699
+4,887
858
$753K 0.01%
96,477
+9,154
859
$747K 0.01%
49,254
+4,638
860
$747K 0.01%
10,470
+1,008
861
$746K 0.01%
29,424
+2,584
862
$745K 0.01%
19,595
+1,857
863
$743K 0.01%
9,683
+913
864
$740K 0.01%
21,580
+2,405
865
$734K 0.01%
22,294
+2,143
866
$734K 0.01%
23,602
+2,247
867
$730K 0.01%
11,474
+1,086
868
$730K 0.01%
26,174
+2,485
869
$729K 0.01%
28,403
+2,966
870
$729K 0.01%
16,724
+1,798
871
$726K 0.01%
10,391
+998
872
$723K 0.01%
38,830
+3,700
873
$721K 0.01%
38,070
+3,724
874
$719K 0.01%
5,390
+792
875
$716K 0.01%
15,083
+1,446
33 34
35
36 37