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
276
$437K 0.08%
6,964
-989
277
$437K 0.08%
7,092
-800
278
$437K 0.08%
6,965
-535
279
$435K 0.08%
+3,435
280
$433K 0.08%
10,425
+4,952
281
$430K 0.08%
7,040
-1,098
282
$429K 0.08%
+4,360
283
$428K 0.08%
+11,800
284
$428K 0.08%
20,845
+2,993
285
$426K 0.08%
15,074
-2,097
286
$424K 0.08%
+26,576
287
$424K 0.08%
+2,281
288
$423K 0.08%
2,622
+819
289
$422K 0.08%
22,612
+7,543
290
$419K 0.08%
3,399
-384
291
$415K 0.08%
2,727
-365
292
$413K 0.08%
7,004
-785
293
$412K 0.08%
4,108
+2,025
294
$412K 0.08%
5,927
-845
295
$408K 0.08%
8,452
+2,646
296
$406K 0.08%
5,617
-651
297
$405K 0.07%
4,865
+2,503
298
$404K 0.07%
7,842
-532
299
$403K 0.07%
4,020
-485
300
$399K 0.07%
7,476
-1,080
10 11
12
13 14