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
201
$5.86M 0.11%
89,191
-417
202
$5.86M 0.11%
25,528
+14
203
$5.86M 0.11%
115,443
+4,808
204
$5.79M 0.11%
171,147
+9,370
205
$5.75M 0.11%
144,837
-672
206
$5.73M 0.11%
75,698
+4,323
207
$5.71M 0.11%
90,792
-416
208
$5.71M 0.11%
131,773
-614
209
$5.63M 0.11%
64,251
+2,778
210
$5.62M 0.11%
76,510
-17
211
$5.58M 0.11%
141,109
-635
212
$5.54M 0.1%
64,567
+2,944
213
$5.53M 0.1%
132,062
+5,877
214
$5.52M 0.1%
38,409
+1,676
215
$5.5M 0.1%
99,367
-428
216
$5.49M 0.1%
94,345
-439
217
$5.49M 0.1%
32,819
+1,613
218
$5.46M 0.1%
55,756
-261
219
$5.41M 0.1%
62,840
+2,526
220
$5.4M 0.1%
76,339
+3,352
221
$5.31M 0.1%
123,429
+5,459
222
$5.3M 0.1%
123,152
+5,461
223
$5.25M 0.1%
35,298
-166
224
$5.24M 0.1%
383,050
+17,100
225
$5.24M 0.1%
80,036
+3,319
7 8
9
10 11