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
$777M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$991K
3
+$677K
4
OTIS icon
Otis Worldwide
OTIS
+$585K
5
CARR icon
Carrier Global
CARR
+$484K

Top Sells

1
+$1.51M
2
+$868K
3
+$764K
4
AAPL icon
Apple
AAPL
+$673K
5
JPM icon
JPMorgan Chase
JPM
+$277K

Sector Composition

1 Technology 21.79%
2 Healthcare 12.63%
3 Financials 10.82%
4 Consumer Discretionary 9.33%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$541K 0.07%
28,423
-348
252
$540K 0.07%
20,842
-381
253
$540K 0.07%
15,408
-319
254
$539K 0.07%
1,220
+33
255
$538K 0.07%
2,688
+203
256
$527K 0.07%
2,921
+123
257
$523K 0.07%
16,407
+350
258
$523K 0.07%
8,229
-270
259
$520K 0.07%
5,796
+36
260
$518K 0.07%
7,458
-186
261
$517K 0.07%
12,950
-120
262
$516K 0.07%
10,724
-173
263
$509K 0.07%
3,290
-11
264
$509K 0.07%
1,786
+27
265
$508K 0.07%
5,485
-38
266
$506K 0.07%
9,773
+123
267
$505K 0.07%
8,591
-88
268
$501K 0.06%
1,825
-18
269
$500K 0.06%
18,658
-107
270
$498K 0.06%
3,898
-123
271
$497K 0.06%
5,584
+2,071
272
$494K 0.06%
2,390
-57
273
$493K 0.06%
3,327
+141
274
$488K 0.06%
6,261
+228
275
$488K 0.06%
7,112
-269
9 10
11
12 13