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
301
$392K 0.07%
605
-55
302
$388K 0.07%
5,537
-924
303
$387K 0.07%
7,816
-861
304
$385K 0.07%
11,004
-1,401
305
$385K 0.07%
9,238
-876
306
$380K 0.07%
5,003
+1,448
307
$380K 0.07%
3,606
+1,148
308
$379K 0.07%
2,848
-403
309
$378K 0.07%
7,346
-1,126
310
$377K 0.07%
3,455
+1,133
311
$375K 0.07%
+13,140
312
$374K 0.07%
3,354
+1,072
313
$372K 0.07%
13,694
+6,715
314
$372K 0.07%
4,727
-777
315
$371K 0.07%
+5,564
316
$370K 0.07%
5,092
-769
317
$367K 0.07%
3,827
+1,202
318
$367K 0.07%
11,559
-1,671
319
$367K 0.07%
6,331
-707
320
$364K 0.07%
5,897
+1,833
321
$364K 0.07%
5,835
-130
322
$364K 0.07%
1,903
+541
323
$364K 0.07%
2,621
+834
324
$359K 0.07%
+294
325
$358K 0.07%
5,873
-689
11 12
13
14 15