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
476
$226K 0.04%
+8,551
477
$225K 0.04%
2,428
+760
478
$225K 0.04%
+6,115
479
$225K 0.04%
+9,210
480
$225K 0.04%
+3,962
481
$224K 0.04%
+961
482
$223K 0.04%
+17,524
483
$223K 0.04%
+1,901
484
$223K 0.04%
+1,885
485
$222K 0.04%
+5,021
486
$222K 0.04%
+1,875
487
$219K 0.04%
+2,919
488
$218K 0.04%
+1,415
489
$217K 0.04%
+4,137
490
$216K 0.04%
+12,251
491
$216K 0.04%
+7,527
492
$212K 0.04%
+3,219
493
$211K 0.04%
+2,509
494
$211K 0.04%
+2,501
495
$208K 0.04%
+5,099
496
$208K 0.04%
+5,848
497
$207K 0.04%
+1,950
498
$207K 0.04%
+7,834
499
$206K 0.04%
+1,705
500
$206K 0.04%
+3,145
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