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
476
– –
-3,511
477
– –
-1,450
478
– –
-3,728
479
– –
-2,093
480
– –
-3,891
481
– –
-3,291
482
– –
-7,016
483
– –
-1,932
484
– –
-6,667
485
– –
-11,786
486
– –
-6,747
487
– –
-5,452
488
– –
-11,678
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