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
$532M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$378K
3
+$268K
4
AMZN icon
Amazon
AMZN
+$263K
5
CINF icon
Cincinnati Financial
CINF
+$245K

Top Sells

1
+$619K
2
+$460K
3
+$225K
4
BF.B icon
Brown-Forman Class B
BF.B
+$224K
5
VTRS icon
Viatris
VTRS
+$218K

Sector Composition

1 Technology 15.07%
2 Financials 12.06%
3 Healthcare 11.05%
4 Communication Services 7.96%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K 0.04%
1,911
+52
377
$233K 0.04%
2,865
+8
378
$233K 0.04%
2,781
-11
379
$231K 0.04%
+8,075
380
$231K 0.04%
5,730
-133
381
$230K 0.04%
4,163
-10
382
$230K 0.04%
1,070
-78
383
$229K 0.04%
+1,795
384
$229K 0.04%
+12,268
385
$228K 0.04%
5,283
+117
386
$228K 0.04%
3,786
-287
387
$226K 0.04%
2,183
+19
388
$225K 0.04%
2,250
+77
389
$224K 0.04%
6,630
-4,235
390
$224K 0.04%
16,176
-25
391
$224K 0.04%
+2,578
392
$223K 0.04%
7,801
+141
393
$223K 0.04%
4,076
-136
394
$223K 0.04%
+970
395
$222K 0.04%
778
+31
396
$218K 0.04%
4,631
+48
397
$218K 0.04%
1,357
+28
398
$217K 0.04%
6,025
+68
399
$214K 0.04%
+1,634
400
$214K 0.04%
+2,906
14 15
16
17 18