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
126
$1.01M 0.19%
12,128
-192
127
$1.01M 0.19%
10,910
+295
128
$1M 0.19%
6,169
-130
129
$984K 0.18%
26,818
+495
130
$983K 0.18%
55,425
-5,970
131
$982K 0.18%
21,988
-2,871
132
$972K 0.18%
8,869
-1,162
133
$971K 0.18%
5,786
-125
134
$967K 0.18%
6,965
+164
135
$963K 0.18%
13,873
+350
136
$959K 0.18%
31,350
137
$954K 0.18%
13,967
-1,804
138
$953K 0.18%
85,976
-9,536
139
$937K 0.17%
11,136
+584
140
$930K 0.17%
5,366
-716
141
$920K 0.17%
12,689
-1,893
142
$916K 0.17%
19,966
-2,625
143
$914K 0.17%
3,400
-137
144
$908K 0.17%
16,566
+162
145
$906K 0.17%
3,977
-78
146
$905K 0.17%
14,535
-418
147
$905K 0.17%
17,385
-2,283
148
$897K 0.17%
19,105
-2,159
149
$881K 0.16%
12,052
-39
150
$868K 0.16%
6,182
-94
4 5
6
7 8