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
251
$482K 0.09%
5,076
-693
252
$480K 0.09%
+15,876
253
$475K 0.09%
7,102
-1,040
254
$475K 0.09%
4,505
-649
255
$474K 0.09%
4,599
-639
256
$471K 0.09%
5,505
-485
257
$471K 0.09%
2,265
+1,047
258
$465K 0.09%
25,013
-4,054
259
$464K 0.09%
19,388
-2,906
260
$462K 0.09%
23,654
-2,006
261
$460K 0.09%
11,778
-1,310
262
$459K 0.08%
13,504
+6,902
263
$459K 0.08%
10,052
-1,072
264
$459K 0.08%
5,752
+2,450
265
$456K 0.08%
10,865
-1,069
266
$455K 0.08%
27,585
-4,425
267
$454K 0.08%
5,594
+2,992
268
$454K 0.08%
18,251
-2,077
269
$449K 0.08%
6,138
-672
270
$446K 0.08%
7,005
-630
271
$445K 0.08%
8,177
-785
272
$444K 0.08%
3,775
-449
273
$442K 0.08%
+8,786
274
$439K 0.08%
1,747
-194
275
$438K 0.08%
2,565
-371
9 10
11
12 13