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
126
$9.03M 0.17%
48,799
-224
127
$8.98M 0.17%
151,467
+117
128
$8.97M 0.17%
742,653
-3,339
129
$8.93M 0.17%
122,829
-567
130
$8.77M 0.17%
42,662
+5,278
131
$8.66M 0.16%
68,951
-312
132
$8.6M 0.16%
35,699
-159
133
$8.45M 0.16%
78,132
-347
134
$8.43M 0.16%
76,883
-345
135
$8.41M 0.16%
161,715
-975
136
$8.37M 0.16%
277,248
-75
137
$8.34M 0.16%
105,055
-637
138
$8.32M 0.16%
106,033
-602
139
$8.23M 0.16%
154,255
-707
140
$8.19M 0.15%
208,334
-967
141
$8.11M 0.15%
91,645
-405
142
$8.11M 0.15%
252,554
-1,666
143
$8.05M 0.15%
107,028
-471
144
$8.01M 0.15%
158,170
-736
145
$7.99M 0.15%
117,589
-550
146
$7.99M 0.15%
152,491
-685
147
$7.99M 0.15%
19,464
-89
148
$7.97M 0.15%
68,928
-314
149
$7.9M 0.15%
150,091
-700
150
$7.84M 0.15%
296,595
-1,406
4 5
6
7 8