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
76
$1.59M 0.29%
10,502
-1,496
77
$1.53M 0.28%
11,172
-382
78
$1.52M 0.28%
24,438
-665
79
$1.52M 0.28%
28,170
-3,539
80
$1.49M 0.28%
28,562
-647
81
$1.49M 0.28%
2,745
-322
82
$1.49M 0.28%
14,128
-103
83
$1.48M 0.27%
26,577
+281
84
$1.45M 0.27%
9,998
-437
85
$1.45M 0.27%
6,050
-50
86
$1.45M 0.27%
34,665
-1,538
87
$1.44M 0.27%
16,628
-389
88
$1.39M 0.26%
6,575
-24
89
$1.39M 0.26%
5,074
-146
90
$1.39M 0.26%
6,426
-737
91
$1.38M 0.26%
21,098
-434
92
$1.38M 0.25%
8,170
-96
93
$1.37M 0.25%
26,280
-1,031
94
$1.36M 0.25%
6,212
-126
95
$1.36M 0.25%
19,005
-2,222
96
$1.36M 0.25%
8,443
+62
97
$1.33M 0.25%
4,265
-289
98
$1.32M 0.24%
32,468
+1,148
99
$1.25M 0.23%
10,707
-84
100
$1.25M 0.23%
5,642
-751
2 3
4
5 6