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
51
$1.92M 0.44%
21,871
-3,408
52
$1.92M 0.44%
77,930
-12,170
53
$1.92M 0.44%
26,682
-4,184
54
$1.9M 0.43%
21,642
-3,351
55
$1.88M 0.43%
8,016
-1,235
56
$1.84M 0.42%
17,155
-2,875
57
$1.83M 0.42%
29,499
-4,603
58
$1.8M 0.41%
23,322
-3,649
59
$1.78M 0.41%
7,301
-1,134
60
$1.78M 0.41%
15,467
-2,487
61
$1.76M 0.4%
32,512
-5,062
62
$1.72M 0.39%
869
-147
63
$1.72M 0.39%
16,051
-2,775
64
$1.7M 0.39%
21,915
-3,319
65
$1.63M 0.37%
10,714
-1,638
66
$1.56M 0.36%
4,514
-706
67
$1.56M 0.36%
25,563
-3,936
68
$1.48M 0.34%
12,654
-1,965
69
$1.47M 0.34%
6,543
-999
70
$1.47M 0.34%
18,612
-2,858
71
$1.41M 0.32%
13,213
-2,011
72
$1.4M 0.32%
24,932
-3,558
73
$1.39M 0.32%
10,859
-1,640
74
$1.34M 0.31%
23,545
-4,310
75
$1.33M 0.3%
25,206
-4,371
1 2
3
4 5