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
451
$45K 0.01%
16,535
-3,043
452
$1K ﹤0.01%
102,000
453
– –
-3,149
454
– –
-2,325
455
– –
-1,148
456
– –
-2,125
457
– –
-15,272
458
– –
-8,404
459
– –
-3,057
460
– –
-9,288
461
– –
-2,314
462
– –
-2,930
463
– –
-5,121
464
– –
-7,776
465
– –
-3,308
466
– –
-7,657
467
– –
-5,128
468
– –
-5,808
469
– –
-2,145
470
– –
-5,860
471
– –
-1,184
472
– –
-1,197
473
– –
-758
474
– –
-6,642
475
– –
-8,547
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