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
426
$39K 0.01%
101
+19
427
$1K ﹤0.01%
16,535
428
– –
-4,240
429
– –
-7,830
430
– –
-7,424
431
– –
-7,127
432
– –
-682
433
– –
-7,193
434
– –
-7,002
435
– –
-3,337
436
– –
-7,709
437
– –
-2,033
438
– –
-2,731
14 15 16 17
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