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
951
$513K 0.01%
10,082
+1,049
952
$507K 0.01%
+11,158
953
$504K 0.01%
19,068
-4,918
954
$501K 0.01%
51,111
+5,089
955
$499K 0.01%
14,696
+2,196
956
$499K 0.01%
16,336
+1,461
957
$498K 0.01%
4,293
+408
958
$497K 0.01%
10,128
+976
959
$495K 0.01%
17,420
+1,710
960
$494K 0.01%
17,266
+1,636
961
$493K 0.01%
15,024
+1,431
962
$486K 0.01%
11,973
+1,883
963
$483K 0.01%
5,045
+486
964
$480K 0.01%
11,121
+1,095
965
$480K 0.01%
15,211
+2,715
966
$478K 0.01%
36,339
+3,449
967
$476K 0.01%
20,201
+1,938
968
$473K 0.01%
16,051
+2,483
969
$470K 0.01%
10,700
+2,850
970
$470K 0.01%
17,487
+1,661
971
$469K 0.01%
20,203
+1,936
972
$465K 0.01%
9,102
+1,066
973
$461K 0.01%
2,958
+281
974
$460K 0.01%
13,069
+1,958
975
$456K 0.01%
17,801
+1,747
37 38
39
40 41