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
426
$255K 0.05%
+9,867
427
$255K 0.05%
+988
428
$255K 0.05%
+1,686
429
$255K 0.05%
+12,165
430
$254K 0.05%
+8,403
431
$253K 0.05%
+993
432
$252K 0.05%
7,273
+2,305
433
$251K 0.05%
+3,384
434
$250K 0.05%
+4,842
435
$249K 0.05%
+10,903
436
$249K 0.05%
4,955
+1,631
437
$249K 0.05%
+2,269
438
$249K 0.05%
+7,844
439
$248K 0.05%
+5,423
440
$248K 0.05%
+2,026
441
$247K 0.05%
+3,901
442
$247K 0.05%
+4,903
443
$246K 0.05%
+3,976
444
$244K 0.05%
+4,268
445
$243K 0.04%
+10,123
446
$242K 0.04%
+3,695
447
$242K 0.04%
+2,903
448
$241K 0.04%
+10,357
449
$241K 0.04%
+8,606
450
$241K 0.04%
+2,460
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