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
376
$319K 0.04%
8,723
-24
377
$318K 0.04%
916
+4
378
$315K 0.04%
6,522
-61
379
$314K 0.04%
5,289
-75
380
$314K 0.04%
1,227
-39
381
$313K 0.04%
1,242
+29
382
$311K 0.04%
2,992
-101
383
$310K 0.04%
+3,562
384
$310K 0.04%
9,276
-46
385
$308K 0.04%
6,141
-534
386
$306K 0.04%
2,500
+1
387
$305K 0.04%
2,661
+2
388
$305K 0.04%
8,609
-81
389
$304K 0.04%
2,452
-54
390
$304K 0.04%
+1,538
391
$303K 0.04%
8,762
-26
392
$302K 0.04%
+3,474
393
$302K 0.04%
1,965
+9
394
$301K 0.04%
3,026
-20
395
$300K 0.04%
1,452
-11
396
$299K 0.04%
1,518
-13
397
$298K 0.04%
2,699
-34
398
$297K 0.04%
5,250
+62
399
$296K 0.04%
12,680
-25
400
$295K 0.04%
3,879
-184
14 15
16
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