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Home > Institutional Investor > Independent Investors Inc > Profile

Instuitional Investor - Independent Investors Inc

Fund Profile
Filing Period:
Fund Name: Independent Investors Inc
Portfolio Value $434,466,819
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,244,589 $239,620,720 55.15%
2.
Microsoft Corp
 MSFT 54,628 $20,542,313 4.72%
3.
Johnson & Johnson
 JNJ 72,232 $11,321,644 2.6%
4.
Waters Corp
 WAT 31,867 $10,491,572 2.41%
5.
Jpmorgan Chase & Co
 JPM 57,049 $9,704,035 2.23%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)