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
451
$240K 0.04%
+7,737
452
$239K 0.04%
+1,679
453
$238K 0.04%
+1,738
454
$235K 0.04%
+6,925
455
$234K 0.04%
+5,285
456
$234K 0.04%
+2,747
457
$234K 0.04%
+2,683
458
$234K 0.04%
+4,412
459
$234K 0.04%
+4,907
460
$234K 0.04%
+1,528
461
$232K 0.04%
+3,301
462
$232K 0.04%
+4,404
463
$232K 0.04%
+2,056
464
$231K 0.04%
+1,217
465
$231K 0.04%
+6,003
466
$231K 0.04%
+2,368
467
$229K 0.04%
+3,091
468
$229K 0.04%
+893
469
$228K 0.04%
+1,339
470
$228K 0.04%
+1,935
471
$228K 0.04%
+2,494
472
$228K 0.04%
15,986
+4,572
473
$227K 0.04%
+6,068
474
$227K 0.04%
+4,305
475
$226K 0.04%
+3,399
17 18
19
20 21