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
351
$263K 0.06%
932
-158
352
$263K 0.06%
6,144
-389
353
$262K 0.06%
5,934
354
$261K 0.06%
3,586
-615
355
$260K 0.06%
3,954
-668
356
$260K 0.06%
2,018
-351
357
$260K 0.06%
812
-30
358
$259K 0.06%
1,594
-267
359
$258K 0.06%
2,935
-471
360
$258K 0.06%
2,540
-441
361
$257K 0.06%
1,966
-333
362
$256K 0.06%
7,251
-468
363
$256K 0.06%
237
-23
364
$255K 0.06%
7,959
-306
365
$254K 0.06%
1,944
-344
366
$254K 0.06%
5,268
-574
367
$254K 0.06%
1,838
-304
368
$253K 0.06%
1,357
-233
369
$252K 0.06%
2,795
-480
370
$252K 0.06%
1,420
-260
371
$251K 0.06%
11,909
-2,093
372
$250K 0.06%
3,948
-696
373
$250K 0.06%
13,446
374
$248K 0.06%
1,882
-352
375
$247K 0.06%
405
-70
13 14
15
16 17