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
276
$486K 0.06%
2,827
+6
277
$486K 0.06%
7,112
-167
278
$484K 0.06%
+21,800
279
$483K 0.06%
2,843
+84
280
$479K 0.06%
5,358
-31
281
$478K 0.06%
8,295
+338
282
$477K 0.06%
3,515
+121
283
$477K 0.06%
17,021
+1,339
284
$475K 0.06%
2,926
+174
285
$474K 0.06%
17,203
+80
286
$471K 0.06%
13,776
+2,677
287
$470K 0.06%
11,026
+35
288
$469K 0.06%
6,380
-155
289
$465K 0.06%
5,334
+45
290
$465K 0.06%
18,012
+573
291
$465K 0.06%
7,634
+349
292
$461K 0.06%
10,117
-276
293
$454K 0.06%
8,360
+87
294
$447K 0.06%
3,448
+56
295
$444K 0.06%
551
-14
296
$443K 0.06%
480
-2
297
$442K 0.06%
4,255
+27
298
$441K 0.06%
4,371
-28
299
$440K 0.06%
9,390
+34
300
$435K 0.06%
5,931
+20
10 11
12
13 14