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
26
$3.22M 0.74%
44,889
-7,755
27
$3.14M 0.72%
26,842
-4,236
28
$3.12M 0.71%
67,609
-10,840
29
$2.9M 0.66%
413,000
-65,760
30
$2.9M 0.66%
81,856
-12,944
31
$2.77M 0.63%
7,417
-1,173
32
$2.66M 0.61%
20,521
-3,251
33
$2.6M 0.59%
23,221
-4,002
34
$2.56M 0.59%
27,085
-5,664
35
$2.56M 0.59%
49,643
-9,270
36
$2.46M 0.56%
17,024
-2,715
37
$2.46M 0.56%
9,111
-1,385
38
$2.43M 0.56%
11,734
-2,104
39
$2.43M 0.56%
24,670
-3,834
40
$2.39M 0.55%
76,236
-12,078
41
$2.31M 0.53%
13,785
-2,382
42
$2.27M 0.52%
27,825
-4,369
43
$2.25M 0.52%
30,691
-4,840
44
$2.25M 0.51%
14,095
-2,087
45
$2.2M 0.5%
13,533
-2,683
46
$2.15M 0.49%
12,194
-2,087
47
$2.06M 0.47%
12,930
-1,991
48
$2.05M 0.47%
33,990
-5,331
49
$2.01M 0.46%
23,775
-3,552
50
$1.97M 0.45%
11,564
-1,819
1
2
3 4 5