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
451
$251K 0.03%
9,958
-381
452
$251K 0.03%
+1,682
453
$250K 0.03%
3,215
-21
454
$250K 0.03%
22,452
-537
455
$250K 0.03%
+1,035
456
$248K 0.03%
+8,900
457
$248K 0.03%
3,537
-202
458
$248K 0.03%
4,305
-45
459
$247K 0.03%
9,193
-308
460
$246K 0.03%
+906
461
$245K 0.03%
3,097
-93
462
$245K 0.03%
2,022
-20
463
$245K 0.03%
+3,374
464
$244K 0.03%
18,890
+665
465
$244K 0.03%
1,373
-89
466
$243K 0.03%
9,163
+153
467
$241K 0.03%
+2,207
468
$241K 0.03%
+1,017
469
$239K 0.03%
2,558
-66
470
$239K 0.03%
+6,409
471
$239K 0.03%
+1,797
472
$239K 0.03%
+4,292
473
$237K 0.03%
6,841
-215
474
$236K 0.03%
15,338
+1
475
$236K 0.03%
+1,960
17 18
19
20 21