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
476
$235K 0.03%
+6,780
477
$234K 0.03%
+3,548
478
$234K 0.03%
+2,641
479
$230K 0.03%
+3,849
480
$230K 0.03%
+3,039
481
$230K 0.03%
5,174
-307
482
$228K 0.03%
+8,097
483
$228K 0.03%
12,148
+90
484
$225K 0.03%
+9,475
485
$225K 0.03%
4,955
+2
486
$225K 0.03%
5,108
-175
487
$224K 0.03%
5,506
-90
488
$224K 0.03%
3,498
-62
489
$224K 0.03%
+2,987
490
$223K 0.03%
+493
491
$223K 0.03%
2,972
+5
492
$222K 0.03%
+1,556
493
$222K 0.03%
+1,945
494
$221K 0.03%
+3,169
495
$221K 0.03%
+977
496
$221K 0.03%
10,968
-37
497
$221K 0.03%
5,225
+100
498
$220K 0.03%
2,153
-30
499
$220K 0.03%
11,770
+13
500
$220K 0.03%
10,278
+132
18 19
20
21 22