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
376
$246K 0.06%
3,623
-698
377
$245K 0.06%
2,204
-374
378
$243K 0.06%
7,787
-1,403
379
$242K 0.06%
5,507
-1,017
380
$242K 0.06%
4,406
-769
381
$242K 0.06%
1,244
-241
382
$240K 0.05%
3,544
-615
383
$239K 0.05%
5,892
-1,004
384
$238K 0.05%
2,208
-384
385
$238K 0.05%
2,140
-380
386
$237K 0.05%
11,030
-539
387
$236K 0.05%
2,559
-495
388
$236K 0.05%
5,590
-979
389
$235K 0.05%
4,683
-811
390
$234K 0.05%
2,290
-381
391
$233K 0.05%
5,201
-417
392
$232K 0.05%
4,592
-785
393
$232K 0.05%
5,881
-656
394
$232K 0.05%
2,910
-487
395
$231K 0.05%
2,321
-400
396
$230K 0.05%
4,579
-775
397
$230K 0.05%
3,658
-174
398
$229K 0.05%
4,670
-690
399
$228K 0.05%
1,439
-235
400
$227K 0.05%
6,701
-1,239
14 15
16
17 18