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
501
$206K 0.04%
+4,684
502
$204K 0.04%
+6,209
503
$203K 0.04%
+5,923
504
$203K 0.04%
+1,572
505
$203K 0.04%
+3,792
506
$202K 0.04%
+72
507
$202K 0.04%
+2,394
508
$202K 0.04%
6,530
+2,083
509
$201K 0.04%
+3,156
510
$201K 0.04%
+6,599
511
$200K 0.04%
+13,108
512
$200K 0.04%
+326
513
$195K 0.04%
+10,159
514
$194K 0.04%
19,330
+7,105
515
$188K 0.03%
+10,300
516
$167K 0.03%
+10,466
517
$164K 0.03%
+14,029
518
$137K 0.03%
+3,493
519
$78K 0.01%
+2,239
520
$68K 0.01%
+13,957
521
$67K 0.01%
+2,980
522
$62K 0.01%
17,039
+6,463
523
$60K 0.01%
100
+33
524
$56K 0.01%
+12,918
525
$45K 0.01%
19,502
+6,894
18 19 20
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