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
426
$272K 0.04%
+8,761
427
$271K 0.03%
4,969
-103
428
$271K 0.03%
4,179
-10
429
$270K 0.03%
+2,695
430
$269K 0.03%
4,221
+147
431
$266K 0.03%
20,468
+70
432
$264K 0.03%
6,346
-76
433
$263K 0.03%
847
+10
434
$263K 0.03%
+3,588
435
$262K 0.03%
+2,149
436
$260K 0.03%
+3,159
437
$260K 0.03%
2,120
-35
438
$259K 0.03%
+1,201
439
$258K 0.03%
13,034
-506
440
$258K 0.03%
1,430
-74
441
$257K 0.03%
+5,169
442
$256K 0.03%
25,565
+47
443
$256K 0.03%
+1,124
444
$256K 0.03%
6,843
-74
445
$256K 0.03%
1,258
-48
446
$255K 0.03%
+1,342
447
$255K 0.03%
+2,601
448
$254K 0.03%
+78
449
$253K 0.03%
12,760
-193
450
$252K 0.03%
+5,827
16 17
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