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
$231M
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$17.2K
3 +$2.42K
4
C icon
Citigroup
C
+$1.67K

Top Sells

1 +$2.92M
2 +$1.76M
3 +$1.12M
4
WAT icon
Waters Corp
WAT
+$551K
5
HON icon
Honeywell
HON
+$533K

Sector Composition

1 Technology 31.56%
2 Healthcare 18.31%
3 Industrials 16.81%
4 Consumer Staples 8.79%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$177K 0.08%
14,774
77
-6,020