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
151
$945K 0.12%
2,435
+10
152
$925K 0.12%
11,617
-107
153
$922K 0.12%
12,970
+530
154
$900K 0.12%
15,356
+368
155
$888K 0.11%
6,250
+570
156
$887K 0.11%
5,933
-102
157
$887K 0.11%
8,451
+315
158
$881K 0.11%
6,674
-156
159
$875K 0.11%
6,239
-44
160
$872K 0.11%
8,600
+76
161
$864K 0.11%
13,924
-568
162
$854K 0.11%
13,435
-240
163
$832K 0.11%
11,574
-345
164
$829K 0.11%
2,656
-122
165
$826K 0.11%
31,926
-289
166
$819K 0.11%
15,612
-2,438
167
$819K 0.11%
9,357
-392
168
$818K 0.11%
19,304
-657
169
$817K 0.11%
32,301
-117
170
$811K 0.1%
20,980
-539
171
$790K 0.1%
3,060
-24
172
$786K 0.1%
6,893
-165
173
$770K 0.1%
2,584
-77
174
$768K 0.1%
12,287
-115
175
$761K 0.1%
15,019
-99
5 6
7
8 9