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
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+2,695
430
$269K 0.03%
4,221
+147
431
$266K 0.03%
20,468
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432
$264K 0.03%
6,346
-76
433
$263K 0.03%
847
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434
$263K 0.03%
+3,588
435
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436
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437
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2,120
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438
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439
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440
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441
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442
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443
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6,843
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448
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449
$253K 0.03%
12,760
-193
450
$252K 0.03%
+5,827