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
$449M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$207K
2 +$40K
3 +$17.6K
4
PEP icon
PepsiCo
PEP
+$4.18K

Top Sells

1 +$2.46M
2 +$1.33M
3 +$210K
4
XYL icon
Xylem
XYL
+$202K
5
INTC icon
Intel
INTC
+$94.1K

Sector Composition

1 Technology 58.97%
2 Healthcare 12.34%
3 Industrials 9.12%
4 Financials 4.69%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$120K 0.03%
10,000
77
-1,687
78
-1,215