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
101
$1.24M 0.23%
3,560
-466
102
$1.24M 0.23%
23,991
-236
103
$1.24M 0.23%
7,953
+9
104
$1.23M 0.23%
18,172
-2
105
$1.22M 0.23%
10,790
-379
106
$1.21M 0.22%
18,690
-150
107
$1.21M 0.22%
7,478
-994
108
$1.2M 0.22%
6,275
-158
109
$1.2M 0.22%
15,470
-1,816
110
$1.19M 0.22%
21,920
-118
111
$1.19M 0.22%
7,033
-749
112
$1.17M 0.22%
7,470
-19
113
$1.17M 0.22%
62,778
-117
114
$1.17M 0.22%
8,472
+300
115
$1.16M 0.22%
32,012
+363
116
$1.15M 0.21%
11,967
+148
117
$1.11M 0.2%
9,471
-894
118
$1.1M 0.2%
10,626
-124
119
$1.06M 0.2%
6,859
-917
120
$1.05M 0.19%
15,630
-424
121
$1.04M 0.19%
12,654
-153
122
$1.04M 0.19%
7,667
+157
123
$1.04M 0.19%
12,911
-1,683
124
$1.04M 0.19%
7,203
+158
125
$1.03M 0.19%
10,730
+68
3 4
5
6 7