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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).
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 etf19.03

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

Sold off

None of the stocks were completely sold off by INDEPENDENT INVESTORS INC

Sector Distribution

INDEPENDENT INVESTORS INC has about 63.7% of it's holdings in Technology sector.

Sector%
Technology63.7
Healthcare10.3
Industrials7.8
Consumer Defensive4.3
Financial Services3.9
Others3.5
Consumer Cyclical2.9
Energy1.8
Communication Services1.5

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-CAP76.1
LARGE-CAP20.2
UNALLOCATED3.5

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 50096.2
Others3.6
Top 5 Winners (%)%
PCT
purecycle technologies, inc.
60.5 %
IBM
international business machines corporation
27.8 %
URI
united rentals, inc.
25.2 %
BMY
bristol-myers squibb company
24.6 %
WAT
waters corporation
24.1 %
Top 5 Winners ($)$
AAPL
apple inc.
26.7 M
WAT
waters corporation
2.2 M
ABBV
abbvie inc.
1.2 M
JNJ
johnson & johnson
1.1 M
MCD
mcdonald's corporation
0.9 M
Top 5 Losers (%)%
CRWD
crowdstrike holdings, inc.
-26.8 %
BA
boeing company
-16.5 %
QCOM
qualcomm inc.
-14.6 %
SLB
schlumberger limited
-10.6 %
GOOG
alphabet inc. class a
-8.9 %
Top 5 Losers ($)$
QCOM
qualcomm inc.
-1.0 M
BA
boeing company
-0.9 M
MSFT
microsoft corporation
-0.9 M
HON
honeywell international inc.
-0.3 M
GOOG
alphabet inc. class c
-0.2 M

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
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions