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
$284M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$771K
3 +$94.2K
4
MSFT icon
Microsoft
MSFT
+$68.6K

Top Sells

1 +$921K
2 +$658K
3 +$607K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$297K
5
KHC icon
Kraft Heinz
KHC
+$201K

Sector Composition

1 Technology 38.23%
2 Healthcare 17.34%
3 Industrials 17.03%
4 Financials 6.07%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,200
77
-6,400