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
401
$294K 0.04%
3,143
-12
402
$294K 0.04%
11,216
-13
403
$294K 0.04%
9,157
-74
404
$294K 0.04%
8,086
-258
405
$293K 0.04%
+2,757
406
$293K 0.04%
30,147
-655
407
$292K 0.04%
7,041
-170
408
$289K 0.04%
24,948
-369
409
$286K 0.04%
1,473
+65
410
$286K 0.04%
1,846
+14
411
$285K 0.04%
868
-22
412
$285K 0.04%
3,283
-45
413
$284K 0.04%
3,868
-194
414
$282K 0.04%
2,832
-16
415
$280K 0.04%
8,683
-151
416
$280K 0.04%
5,437
-102
417
$279K 0.04%
5,836
+178
418
$279K 0.04%
+1,739
419
$278K 0.04%
1,760
-30
420
$277K 0.04%
+2,376
421
$276K 0.04%
22,701
-725
422
$274K 0.04%
+9,646
423
$273K 0.04%
654
-10
424
$273K 0.04%
2,581
-21
425
$272K 0.04%
2,946
-34
15 16
17
18 19