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
$259M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$486K
3 +$291K
4
MDT icon
Medtronic
MDT
+$273K
5
ALC icon
Alcon
ALC
+$222K

Top Sells

1 +$1.71M
2 +$881K
3 +$834K
4
BKR icon
Baker Hughes
BKR
+$559K
5
DD icon
DuPont de Nemours
DD
+$380K

Sector Composition

1 Technology 36.49%
2 Healthcare 17.65%
3 Industrials 16.41%
4 Financials 6.4%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,200