III

Independent Investors Inc Portfolio holdings

AUM $520M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$32.8K
2 +$31.6K
3 +$12.5K

Top Sells

1 +$297K
2 +$287K
3 +$158K
4
WAT icon
Waters Corp
WAT
+$78.2K
5
JPM icon
JPMorgan Chase
JPM
+$52.7K

Sector Composition

1 Technology 32.49%
2 Healthcare 17.58%
3 Industrials 16.29%
4 Consumer Staples 9.57%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$229K 0.1%
599
77
$197K 0.08%
14,774