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
351
$347K 0.04%
12,603
+877
352
$343K 0.04%
3,406
-117
353
$342K 0.04%
5,992
-206
354
$341K 0.04%
3,495
+106
355
$341K 0.04%
10,251
+494
356
$340K 0.04%
6,223
-99
357
$340K 0.04%
3,801
-67
358
$337K 0.04%
2,674
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359
$337K 0.04%
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360
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910
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361
$334K 0.04%
3,873
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362
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363
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2,216
-87
364
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3,635
-30
365
$329K 0.04%
+1,726
366
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1,781
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367
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368
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-95
369
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3,358
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370
$324K 0.04%
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371
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4,552
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372
$322K 0.04%
8,355
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373
$321K 0.04%
5,460
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374
$320K 0.04%
16,620
-95
375
$319K 0.04%
8,022
-81
13 14
15
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