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
76
$1.84M 0.24%
35,979
-589
77
$1.82M 0.23%
46,486
-741
78
$1.76M 0.23%
9,249
-6
79
$1.75M 0.23%
13,877
-3
80
$1.75M 0.22%
5,898
+11
81
$1.71M 0.22%
21,096
+162
82
$1.7M 0.22%
12,406
-197
83
$1.7M 0.22%
9,043
-185
84
$1.7M 0.22%
6,445
-103
85
$1.68M 0.22%
8,495
+216
86
$1.67M 0.21%
1,048
-31
87
$1.65M 0.21%
7,085
-22
88
$1.64M 0.21%
32,419
-650
89
$1.63M 0.21%
10,974
-238
90
$1.63M 0.21%
9,049
-78
91
$1.63M 0.21%
9,724
-91
92
$1.63M 0.21%
13,556
-8
93
$1.61M 0.21%
16,907
-485
94
$1.61M 0.21%
17,227
-266
95
$1.55M 0.2%
2,486
+329
96
$1.5M 0.19%
24,772
-344
97
$1.5M 0.19%
19,711
-71
98
$1.49M 0.19%
43,723
-274
99
$1.48M 0.19%
28,129
+2,913
100
$1.46M 0.19%
28,235
-132
2 3
4
5 6