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
101
$11.8M 0.22%
278,013
+115,008
102
$11.7M 0.22%
141,989
-857
103
$11.5M 0.22%
112,892
-531
104
$11.5M 0.22%
433,216
+284
105
$11.5M 0.22%
282,974
-1,583
106
$11.4M 0.21%
31,790
-147
107
$11M 0.21%
143,270
-693
108
$10.8M 0.2%
93,590
-4,572
109
$10.8M 0.2%
174,526
-942
110
$10.8M 0.2%
219,234
+176
111
$10.6M 0.2%
69,821
-331
112
$10.3M 0.2%
75,188
-352
113
$10.3M 0.19%
124,501
-585
114
$10.3M 0.19%
113,490
-511
115
$10.1M 0.19%
141,398
-827
116
$10M 0.19%
115,401
-539
117
$9.94M 0.19%
202,131
+1,602
118
$9.91M 0.19%
118,850
-17,145
119
$9.81M 0.19%
246,376
-1,150
120
$9.64M 0.18%
97,559
-560
121
$9.6M 0.18%
83,566
-380
122
$9.4M 0.18%
72,533
-332
123
$9.24M 0.17%
264,004
-1,236
124
$9.2M 0.17%
146,831
-692
125
$9.12M 0.17%
86,164
-472
3 4
5
6 7