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
351
$327K 0.06%
+1,065
352
$326K 0.06%
5,891
+1,721
353
$323K 0.06%
8,387
+2,414
354
$323K 0.06%
3,932
+1,268
355
$322K 0.06%
6,418
+1,893
356
$322K 0.06%
10,612
+3,470
357
$321K 0.06%
1,861
+612
358
$320K 0.06%
+11,202
359
$320K 0.06%
+6,365
360
$320K 0.06%
+3,821
361
$320K 0.06%
1,756
+565
362
$318K 0.06%
3,817
-566
363
$317K 0.06%
6,254
+1,770
364
$317K 0.06%
1,364
-158
365
$317K 0.06%
551
+175
366
$316K 0.06%
+1,119
367
$312K 0.06%
7,920
+2,180
368
$310K 0.06%
8,414
+2,414
369
$310K 0.06%
3,338
+958
370
$308K 0.06%
2,618
+852
371
$308K 0.06%
8,376
+2,366
372
$307K 0.06%
+2,577
373
$306K 0.06%
+3,800
374
$306K 0.06%
+5,535
375
$305K 0.06%
+6,451
13 14
15
16 17