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
301
$316K 0.07%
2,102
-382
302
$315K 0.07%
2,613
-463
303
$313K 0.07%
3,947
-694
304
$313K 0.07%
3,832
-674
305
$313K 0.07%
4,746
-498
306
$313K 0.07%
696
-113
307
$310K 0.07%
2,522
-431
308
$309K 0.07%
4,323
-758
309
$309K 0.07%
5,378
-954
310
$307K 0.07%
8,377
-1,454
311
$305K 0.07%
10,914
-2,224
312
$305K 0.07%
4,830
-277
313
$303K 0.07%
2,152
-381
314
$300K 0.07%
7,784
-1,506
315
$299K 0.07%
1,859
-324
316
$297K 0.07%
6,240
-1,078
317
$296K 0.07%
7,510
-1,340
318
$295K 0.07%
3,734
-639
319
$294K 0.07%
791
-138
320
$292K 0.07%
5,842
-1,025
321
$292K 0.07%
8,303
-1,062
322
$290K 0.07%
4,061
-850
323
$290K 0.07%
2,942
-496
324
$289K 0.07%
1,936
-342
325
$288K 0.07%
10,907
-1,263
11 12
13
14 15