III

Independent Investors Inc Portfolio holdings

AUM $538M
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$576K
2 +$89.4K
3 +$85.8K
4
CVX icon
Chevron
CVX
+$71.1K
5
ISBC
Investors Bancorp, Inc.
ISBC
+$69.3K

Top Sells

1 +$312K
2 +$216K
3 +$175K
4
IBM icon
IBM
IBM
+$160K
5
WTS icon
Watts Water Technologies
WTS
+$143K

Sector Composition

1 Technology 32.61%
2 Healthcare 17.63%
3 Industrials 17.59%
4 Consumer Staples 8.01%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$271K 0.11%
4,200
-300
77
$243K 0.09%
4,650
78
$235K 0.09%
5,500