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
176
$573K 0.13%
8,085
-1,453
177
$571K 0.13%
7,796
-1,331
178
$568K 0.13%
8,421
-1,459
179
$563K 0.13%
31,738
-4,712
180
$563K 0.13%
3,062
-381
181
$562K 0.13%
1,298
-222
182
$561K 0.13%
3,592
-616
183
$560K 0.13%
5,671
-1,093
184
$559K 0.13%
6,046
-1,054
185
$550K 0.13%
12,804
-1,682
186
$547K 0.13%
6,641
-1,230
187
$543K 0.12%
7,103
-1,092
188
$539K 0.12%
5,259
-893
189
$538K 0.12%
8,614
-1,609
190
$533K 0.12%
7,591
-832
191
$519K 0.12%
3,555
-409
192
$518K 0.12%
3,565
-612
193
$515K 0.12%
6,144
-813
194
$511K 0.12%
15,350
195
$508K 0.12%
2,707
-393
196
$508K 0.12%
7,603
-1,321
197
$507K 0.12%
1,297
-223
198
$506K 0.12%
15,324
-2,627
199
$495K 0.11%
5,624
-971
200
$494K 0.11%
5,317
-606
6 7
8
9 10