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
526
$39K 0.01%
1,170
-127
527
$1K ﹤0.01%
102,000
+7,226
528
-111,720