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
51
$2.32M 0.43%
30,833
-1,240
52
$2.27M 0.42%
96,490
-3,300
53
$2.26M 0.42%
21,797
-2,866
54
$2.26M 0.42%
28,565
-703
55
$2.26M 0.42%
14,714
-600
56
$2.17M 0.4%
33,573
-751
57
$2.14M 0.4%
8,508
-165
58
$2.12M 0.39%
31,975
-3,353
59
$2.06M 0.38%
27,166
-758
60
$2.03M 0.37%
13,744
-256
61
$1.99M 0.37%
5,900
-296
62
$1.98M 0.37%
10,496
-261
63
$1.97M 0.36%
9,537
-286
64
$1.94M 0.36%
35,021
-1,474
65
$1.92M 0.35%
16,501
-134
66
$1.87M 0.35%
32,257
-2,603
67
$1.8M 0.33%
20,483
-35
68
$1.79M 0.33%
23,097
-1,006
69
$1.74M 0.32%
18,403
-756
70
$1.74M 0.32%
34,410
-3,828
71
$1.73M 0.32%
16,562
-470
72
$1.71M 0.32%
28,764
-945
73
$1.69M 0.31%
41,308
-5,240
74
$1.63M 0.3%
17,514
-286
75
$1.6M 0.3%
17,933
-1,157
1 2
3
4 5