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
401
$280K 0.05%
6,920
+2,194
402
$279K 0.05%
+6,163
403
$278K 0.05%
13,593
+4,442
404
$278K 0.05%
+1,157
405
$276K 0.05%
+2,206
406
$276K 0.05%
+5,439
407
$273K 0.05%
+7,207
408
$273K 0.05%
10,733
+3,066
409
$272K 0.05%
+3,961
410
$272K 0.05%
+6,188
411
$271K 0.05%
+23,816
412
$270K 0.05%
+14,250
413
$269K 0.05%
+2,946
414
$266K 0.05%
+7,544
415
$264K 0.05%
+8,610
416
$263K 0.05%
+5,354
417
$263K 0.05%
+905
418
$262K 0.05%
+9,555
419
$262K 0.05%
+1,285
420
$260K 0.05%
+9,370
421
$258K 0.05%
+3,641
422
$258K 0.05%
+4,252
423
$257K 0.05%
+6,762
424
$256K 0.05%
+4,296
425
$256K 0.05%
3,799
+1,226
15 16
17
18 19