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
376
$304K 0.06%
+7,644
377
$304K 0.06%
+3,951
378
$303K 0.06%
5,347
+1,713
379
$302K 0.06%
3,502
+1,149
380
$302K 0.06%
+3,014
381
$302K 0.06%
+3,066
382
$302K 0.06%
18,732
+6,168
383
$301K 0.06%
6,047
+1,867
384
$300K 0.06%
16,085
+5,057
385
$300K 0.06%
3,031
+944
386
$300K 0.06%
2,418
+753
387
$299K 0.06%
2,706
+804
388
$294K 0.05%
+1,879
389
$293K 0.05%
+1,961
390
$293K 0.05%
8,417
+893
391
$287K 0.05%
1,384
+364
392
$287K 0.05%
3,813
+1,241
393
$286K 0.05%
+3,057
394
$285K 0.05%
+5,354
395
$284K 0.05%
3,158
+926
396
$283K 0.05%
+2,581
397
$282K 0.05%
+5,186
398
$282K 0.05%
+8,424
399
$282K 0.05%
8,821
+2,858
400
$280K 0.05%
2,453
+818
14 15
16
17 18