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
$222M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$319K

Top Sells

1
+$755K
2
+$232K
3
+$159K
4
PG icon
Procter & Gamble
PG
+$83.7K
5
PLL
PALL CORP
PLL
+$83.7K

Sector Composition

1 Technology 29.27%
2 Industrials 19.29%
3 Healthcare 17.22%
4 Consumer Staples 9.28%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.22%
63,450
-365
27
$2.55M 1.15%
27,420
-600
28
$2.55M 1.15%
66,600
29
$2.42M 1.09%
58,250
-500
30
$2.36M 1.06%
24,850
-1,680
31
$2.17M 0.97%
19,400
-500
32
$2.11M 0.95%
24,998
33
$2.09M 0.94%
25,000
-1,000
34
$2.09M 0.94%
19,250
35
$2.07M 0.93%
35,500
-1,000
36
$2.03M 0.91%
29,769
37
$2.02M 0.91%
31,074
38
$2M 0.9%
59,380
+12,571
39
$1.99M 0.89%
8,400
-200
40
$1.83M 0.82%
35,300
41
$1.7M 0.76%
26,300
42
$1.6M 0.72%
32,033
-498
43
$1.44M 0.65%
16,500
44
$1.31M 0.59%
20,200
45
$1.29M 0.58%
8,000
46
$1.27M 0.57%
43,720
47
$1.21M 0.54%
13,150
+3,475
48
$1.15M 0.52%
13,800
49
$1.1M 0.49%
33,392
-22,975
50
$1.07M 0.48%
30,900
-500
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