Latest INDEPENDENT INVESTORS INC Stock Portfolio
INDEPENDENT INVESTORS INC Performance:
2024 Q4: 3.53%YTD: 19.94%2023: 26.13%
Performance for 2024 Q4 is 3.53%, and YTD is 19.94%, 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 $505.2 Millions as of 31 Dec, 2024.
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 58.2% of it's portfolio in APPLE INC. and 4.6% of portfolio in MICROSOFT CORPORATION.
The fund managers got completely rid off MONDELEZ INTERNATIONAL, INC. CLASS A (MDLZ), ELEMENT SOLUTIONS INC. (ESI) and BAXTER INTERNATIONAL INC. (BAX) stocks. They significantly reduced their stock positions in KINDER MORGAN, INC. (KMI), PEPSICO, INC. (PEP) and APPLE INC. (AAPL). INDEPENDENT INVESTORS INC opened new stock positions in BLACKROCK, INC..
The top stock holdings of INDEPENDENT INVESTORS INC are AAPL, MSFT, JPM. The fund has invested 58.2% of it's portfolio in APPLE INC. and 4.6% of portfolio in MICROSOFT CORPORATION.
The fund managers got completely rid off MONDELEZ INTERNATIONAL, INC. CLASS A (MDLZ), ELEMENT SOLUTIONS INC. (ESI) and BAXTER INTERNATIONAL INC. (BAX) stocks. They significantly reduced their stock positions in KINDER MORGAN, INC. (KMI), PEPSICO, INC. (PEP) and APPLE INC. (AAPL). INDEPENDENT INVESTORS INC opened new stock positions in BLACKROCK, INC..
INDEPENDENT INVESTORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that INDEPENDENT INVESTORS INC made a return of 3.53% in the last quarter. In trailing 12 months, it's portfolio return was 19.94%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock, inc. | 230,650 |
| seaport entertainment group inc. | 214,656 |
New stocks bought by INDEPENDENT INVESTORS INC
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| kinder morgan, inc. | -13.21 |
| pepsico, inc. | -2.5 |
| apple inc. | -1.45 |
| procter & gamble company | -0.73 |
| united parcel service, inc. | -0.6 |
| ishares core s&p 500 etf | -0.48 |
| boeing company | -0.2 |
| microsoft corporation | -0.18 |
INDEPENDENT INVESTORS INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| element solutions inc. | -232,897 |
| baxter international inc. | -213,961 |
| schlumberger limited | -202,325 |
| mondelez international, inc. class a | -243,111 |
| blackrock, inc. | -213,640 |
INDEPENDENT INVESTORS INC got rid off the above stocks
Sector Distribution
INDEPENDENT INVESTORS INC has about 65.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 65.3 |
| Healthcare | 9.3 |
| Industrials | 7.9 |
| Financial Services | 4.3 |
| Consumer Defensive | 3.9 |
| Others | 3.3 |
| Consumer Cyclical | 2.6 |
| Communication Services | 1.7 |
| Energy | 1.6 |
Market Cap. Distribution
INDEPENDENT INVESTORS INC has about 96.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 77.1 |
| LARGE-CAP | 19.4 |
| UNALLOCATED | 3.3 |
Stocks belong to which Index?
About 96.4% of the stocks held by INDEPENDENT INVESTORS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 96.4 |
| Others | 3.4 |
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 66 stocks in it's portfolio. About 78% of the portfolio is in top 10 stocks. AMGN 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: 27 Jan, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc. | 58.18 | 1,173,800 | 293,942,000 | reduced | -1.45 | ||
| ABBV | abbvie inc. | 1.60 | 45,388 | 8,065,450 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.81 | 36,050 | 4,077,620 | unchanged | 0.00 | ||
| AMGN | amgen inc. | 1.56 | 30,155 | 7,859,600 | unchanged | 0.00 | ||
| AMPS | ishares msci india etf | 0.05 | 4,500 | 236,880 | unchanged | 0.00 | ||
| APD | air products and chemicals, inc. | 0.06 | 996 | 288,880 | unchanged | 0.00 | ||
| AXP | american express company | 0.70 | 12,000 | 3,561,480 | unchanged | 0.00 | ||
| BA | boeing company | 1.07 | 30,561 | 5,409,300 | reduced | -0.2 | ||
| BABA | alibaba group holding ltd ads | 0.17 | 10,100 | 856,379 | unchanged | 0.00 | ||
| BAC | bank of america corporation | 0.22 | 24,880 | 1,093,480 | unchanged | 0.00 | ||
| BAX | baxter international inc. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BBAX | jpmorgan equity premium income etf | 0.16 | 14,420 | 829,583 | unchanged | 0.00 | ||
| BLK | blackrock, inc. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BMY | bristol-myers squibb company | 0.30 | 26,938 | 1,523,610 | unchanged | 0.00 | ||
| CL | colgate-palmolive company | 0.51 | 28,133 | 2,557,570 | unchanged | 0.00 | ||
| COST | costco wholesale corporation | 0.52 | 2,890 | 2,648,020 | unchanged | 0.00 | ||
| CRWD | crowdstrike holdings, inc. | 0.06 | 950 | 325,052 | unchanged | 0.00 | ||
| CSCO | cisco systems, inc. | 0.06 | 5,500 | 325,600 | unchanged | 0.00 | ||
| CVX | chevron corporation | 0.18 | 6,190 | 896,560 | unchanged | 0.00 | ||
| DIS | walt disney company | 1.00 | 45,264 | 5,040,150 | unchanged | 0.00 | ||