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
$369M
AUM Growth
-$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$30.8K

Top Sells

1 +$725K
2 +$416K
3 +$414K
4
CL icon
Colgate-Palmolive
CL
+$401K
5
ABBV icon
AbbVie
ABBV
+$357K

Sector Composition

1 Technology 56.39%
2 Healthcare 14.66%
3 Industrials 9.02%
4 Consumer Staples 5.02%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-25,000