Latest INDEPENDENT INVESTORS INC Stock Portfolio
$493Million– No. of Holdings #69
INDEPENDENT INVESTORS INC Performance:
2024 Q3: 8.02%YTD: 15.85%2023: 26.13%
Performance for 2024 Q3 is 8.02%, and YTD is 15.85%, and 2023 is 26.13%.
About INDEPENDENT INVESTORS INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, INDEPENDENT INVESTORS INC reported an equity portfolio of $493.5 Millions as of 30 Sep, 2024.
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 56.2% of it's portfolio in APPLE INC. and 4.8% of portfolio in MICROSOFT CORPORATION.
They significantly reduced their stock positions in BAXTER INTERNATIONAL INC. (BAX), SCHLUMBERGER LIMITED (SLB) and UNITEDHEALTH GROUP INCORPORATED (UNH). INDEPENDENT INVESTORS INC opened new stock positions in GE VERNOVA INC. and BLACKROCK, INC. (BLK). The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 ETF (SPY).
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 56.2% of it's portfolio in APPLE INC. and 4.8% of portfolio in MICROSOFT CORPORATION.
They significantly reduced their stock positions in BAXTER INTERNATIONAL INC. (BAX), SCHLUMBERGER LIMITED (SLB) and UNITEDHEALTH GROUP INCORPORATED (UNH). INDEPENDENT INVESTORS INC opened new stock positions in GE VERNOVA INC. and BLACKROCK, INC. (BLK). The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 ETF (SPY).
INDEPENDENT INVESTORS INC Equity Portfolio Value
Last Reported on: 24 Oct, 2024
INDEPENDENT INVESTORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that INDEPENDENT INVESTORS INC made a return of 8.02% in the last quarter. In trailing 12 months, it's portfolio return was 28.45%.
New Buys
| Ticker | $ Bought |
|---|---|
| ge vernova inc. | 261,864 |
| blackrock, inc. | 213,640 |
New stocks bought by INDEPENDENT INVESTORS INC
Additions
| Ticker | % Inc. |
|---|---|
| spdr s&p 500 etf | 19.03 |
Additions to existing portfolio by INDEPENDENT INVESTORS INC
Reductions
| Ticker | % Reduced |
|---|---|
| baxter international inc. | -26.2 |
| schlumberger limited | -7.66 |
| unitedhealth group incorporated | -6.22 |
| mcdonald's corporation | -2.17 |
| ishares core s&p 500 etf | -1.87 |
| walt disney company | -0.66 |
| apple inc. | -0.35 |
INDEPENDENT INVESTORS INC reduced stake in above stock
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Sector Distribution
INDEPENDENT INVESTORS INC has about 63.7% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 63.7 |
| Healthcare | 10.3 |
| Industrials | 7.8 |
| Consumer Defensive | 4.3 |
| Financial Services | 3.9 |
| Others | 3.5 |
| Consumer Cyclical | 2.9 |
| Energy | 1.8 |
| Communication Services | 1.5 |
Market Cap. Distribution
INDEPENDENT INVESTORS INC has about 96.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 76.1 |
| LARGE-CAP | 20.2 |
| UNALLOCATED | 3.5 |
Stocks belong to which Index?
About 96.2% of the stocks held by INDEPENDENT INVESTORS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 96.2 |
| Others | 3.6 |
INDEPENDENT INVESTORS INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of INDEPENDENT INVESTORS INC
INDEPENDENT INVESTORS INC has 69 stocks in it's portfolio. About 77.1% of the portfolio is in top 10 stocks. QCOM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for INDEPENDENT INVESTORS INC last quarter.
Last Reported on: 24 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc. | 56.24 | 1,191,040 | 277,512,000 | reduced | -0.35 | ||
| ABBV | abbvie inc. | 1.82 | 45,388 | 8,963,220 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.83 | 36,050 | 4,110,060 | unchanged | 0.00 | ||
| AMGN | amgen inc. | 1.97 | 30,155 | 9,716,240 | unchanged | 0.00 | ||
| AMPS | ishares msci india etf | 0.05 | 4,500 | 263,385 | unchanged | 0.00 | ||
| APD | air products and chemicals, inc. | 0.06 | 996 | 296,549 | unchanged | 0.00 | ||
| AXP | american express company | 0.66 | 12,000 | 3,254,400 | unchanged | 0.00 | ||
| BA | boeing company | 0.94 | 30,621 | 4,655,620 | unchanged | 0.00 | ||
| BABA | alibaba group holding ltd ads | 0.22 | 10,100 | 1,071,810 | unchanged | 0.00 | ||
| BAC | bank of america corporation | 0.20 | 24,880 | 987,238 | unchanged | 0.00 | ||
| BAX | baxter international inc. | 0.04 | 5,635 | 213,961 | reduced | -26.2 | ||
| BBAX | jpmorgan equity premium income etf | 0.17 | 14,420 | 858,134 | unchanged | 0.00 | ||
| BLK | blackrock, inc. | 0.04 | 225 | 213,640 | new | |||
| BMY | bristol-myers squibb company | 0.28 | 26,938 | 1,393,770 | unchanged | 0.00 | ||
| CL | colgate-palmolive company | 0.59 | 28,133 | 2,920,490 | unchanged | 0.00 | ||
| COST | costco wholesale corporation | 0.52 | 2,890 | 2,562,040 | unchanged | 0.00 | ||
| CRWD | crowdstrike holdings, inc. | 0.05 | 950 | 266,447 | unchanged | 0.00 | ||
| CSCO | cisco systems, inc. | 0.06 | 5,500 | 292,710 | unchanged | 0.00 | ||
| CVX | chevron corporation | 0.18 | 6,190 | 911,601 | unchanged | 0.00 | ||
| DIS | walt disney company | 0.88 | 45,264 | 4,353,940 | reduced | -0.66 | ||