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
151
$7.83M 0.15%
88,139
-404
152
$7.82M 0.15%
82,892
-394
153
$7.81M 0.15%
52,997
-612
154
$7.78M 0.15%
173,072
+964
155
$7.76M 0.15%
135,614
-628
156
$7.67M 0.15%
117,155
-536
157
$7.65M 0.14%
80,749
-5,829
158
$7.54M 0.14%
56,535
+54
159
$7.52M 0.14%
107,081
-495
160
$7.49M 0.14%
300,351
-1,406
161
$7.39M 0.14%
322,416
-1,953
162
$7.32M 0.14%
132,188
-613
163
$7.3M 0.14%
120,232
-587
164
$7.2M 0.14%
68,771
+32,741
165
$7.07M 0.13%
166,955
+1,324
166
$7.03M 0.13%
74,099
-345
167
$6.97M 0.13%
78,665
-338
168
$6.93M 0.13%
105,695
-488
169
$6.92M 0.13%
58,263
-273
170
$6.91M 0.13%
226,174
-1,050
171
$6.88M 0.13%
176,789
+181
172
$6.84M 0.13%
65,467
-303
173
$6.81M 0.13%
66,183
-387
174
$6.77M 0.13%
83,854
-390
175
$6.72M 0.13%
120,652
-580
5 6
7
8 9