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
426
$211K 0.05%
3,747
-334
427
$208K 0.05%
7,147
-529
428
$208K 0.05%
2,351
-505
429
$208K 0.05%
2,827
-479
430
$208K 0.05%
+11,250
431
$206K 0.05%
+3,788
432
$205K 0.05%
4,530
-764
433
$205K 0.05%
696
-103
434
$205K 0.05%
2,814
-471
435
$203K 0.05%
+5,664
436
$203K 0.05%
+733
437
$202K 0.05%
2,712
-460
438
$202K 0.05%
2,831
-204
439
$201K 0.05%
1,892
-264
440
$201K 0.05%
7,285
-898
441
$201K 0.05%
7,652
-1,262
442
$201K 0.05%
+1,447
443
$201K 0.05%
+1,253
444
$201K 0.05%
3,028
-508
445
$200K 0.05%
753
-110
446
$199K 0.05%
11,364
-923
447
$157K 0.04%
12,868
-635
448
$71K 0.02%
10,904
-1,763
449
$67K 0.02%
74
-14
450
$51K 0.01%
12,757
-2,284
16 17
18
19 20