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
76
$15.1M 0.29%
509,325
-2,945
77
$15.1M 0.29%
416,885
-2,197
78
$14.8M 0.28%
954,195
-6,118
79
$14.6M 0.28%
377,394
-2,102
80
$14.6M 0.28%
174,340
-827
81
$14.5M 0.27%
12,725
-70
82
$14.4M 0.27%
268,663
-1,402
83
$14.3M 0.27%
119,981
-10,808
84
$14.1M 0.27%
153,576
-721
85
$14M 0.26%
156,983
-734
86
$14M 0.26%
76,669
-322
87
$13.5M 0.26%
147,064
-818
88
$12.9M 0.24%
202,944
+57,240
89
$12.9M 0.24%
66,884
+49
90
$12.9M 0.24%
223,334
-1,052
91
$12.9M 0.24%
368,321
-67
92
$12.6M 0.24%
72,538
-526
93
$12.5M 0.24%
259,459
+189
94
$12.4M 0.23%
134,680
-631
95
$12.3M 0.23%
98,393
-464
96
$12.1M 0.23%
240,418
-1,223
97
$12M 0.23%
131,731
-607
98
$11.8M 0.22%
345,052
-644
99
$11.8M 0.22%
155,805
-720
100
$11.8M 0.22%
56,843
-264
2 3
4
5 6