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
$437M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$215K
3
+$212K
4
FTNT icon
Fortinet
FTNT
+$208K
5
CF icon
CF Industries
CF
+$206K

Top Sells

1
+$3.45M
2
+$2.45M
3
+$2.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.17M
5
JPM icon
JPMorgan Chase
JPM
+$1.16M

Sector Composition

1 Technology 19.81%
2 Financials 15.67%
3 Healthcare 14.73%
4 Communication Services 9.9%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$390K 0.09%
2,372
-407
252
$390K 0.09%
1,836
-220
253
$388K 0.09%
8,433
-1,459
254
$387K 0.09%
5,085
-933
255
$387K 0.09%
2,863
-277
256
$387K 0.09%
5,259
-907
257
$382K 0.09%
8,406
-1,452
258
$380K 0.09%
3,332
-388
259
$380K 0.09%
13,048
-2,542
260
$378K 0.09%
3,361
-585
261
$378K 0.09%
12,982
-3,315
262
$378K 0.09%
2,688
-536
263
$373K 0.09%
22,432
-2,592
264
$372K 0.09%
5,269
-918
265
$369K 0.08%
4,567
-796
266
$368K 0.08%
4,284
-865
267
$365K 0.08%
2,499
-432
268
$365K 0.08%
7,961
-1,320
269
$364K 0.08%
8,810
-1,276
270
$362K 0.08%
4,319
-753
271
$359K 0.08%
20,977
-895
272
$356K 0.08%
3,998
-769
273
$354K 0.08%
2,721
-515
274
$352K 0.08%
3,443
-546
275
$351K 0.08%
5,179
-926
9 10
11
12 13