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
976
$455K 0.01%
32,163
+3,101
977
$452K 0.01%
8,459
+992
978
$437K 0.01%
7,792
+805
979
$436K 0.01%
13,016
+1,266
980
$432K 0.01%
66,735
+6,886
981
$431K 0.01%
+7,818
982
$425K 0.01%
159,605
-733
983
$425K 0.01%
4,092
+626
984
$418K 0.01%
19,586
+1,877
985
$418K 0.01%
14,751
+1,451
986
$410K 0.01%
20,887
+2,077
987
$402K 0.01%
11,778
+1,130
988
$397K 0.01%
24,021
+2,291
989
$396K 0.01%
17,743
+1,682
990
$395K 0.01%
11,202
+1,246
991
$392K 0.01%
146,647
-653
992
$388K 0.01%
1,545
+148
993
$386K 0.01%
6,425
+582
994
$384K 0.01%
10,520
+1,108
995
$383K 0.01%
366
+35
996
$382K 0.01%
1,685
+162
997
$371K 0.01%
13,976
+1,743
998
$369K 0.01%
13,843
+1,598
999
$365K 0.01%
+9,375
1000
$363K 0.01%
6,406
+634
38 39
40
41 42