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
$541M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$506K
3
+$500K
4
PANW icon
Palo Alto Networks
PANW
+$480K
5
CHD icon
Church & Dwight Co
CHD
+$442K

Top Sells

1
+$2.49M
2
+$2.05M
3
+$1.8M
4
AMZN icon
Amazon
AMZN
+$1.35M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.01M

Sector Composition

1 Technology 18.11%
2 Financials 17.11%
3 Healthcare 13.68%
4 Industrials 9.88%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$543K 0.1%
464
+249
227
$534K 0.1%
6,857
-984
228
$532K 0.1%
7,625
-932
229
$532K 0.1%
4,184
+2,107
230
$532K 0.1%
2,625
+380
231
$528K 0.1%
4,740
-704
232
$527K 0.1%
12,156
-1,456
233
$525K 0.1%
8,096
-864
234
$524K 0.1%
29,833
-3,315
235
$521K 0.1%
18,230
-2,422
236
$510K 0.09%
11,206
-541
237
$506K 0.09%
+8,542
238
$501K 0.09%
11,346
-1,256
239
$500K 0.09%
+5,890
240
$499K 0.09%
3,034
-340
241
$495K 0.09%
11,276
-1,050
242
$487K 0.09%
3,610
-383
243
$486K 0.09%
15,317
-2,646
244
$486K 0.09%
5,248
+2,758
245
$485K 0.09%
9,578
-1,376
246
$485K 0.09%
8,518
-579
247
$485K 0.09%
4,577
-639
248
$484K 0.09%
7,856
-900
249
$484K 0.09%
11,753
-1,292
250
$482K 0.09%
3,255
-363
8 9
10
11 12