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
$227M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$79.9K
3
+$44.8K
4
VZ icon
Verizon
VZ
+$94

Top Sells

1
+$2M
2
+$489K
3
+$306K
4
UPS icon
United Parcel Service
UPS
+$245K
5
APA icon
APA Corp
APA
+$244K

Sector Composition

1 Technology 30.25%
2 Industrials 18.91%
3 Healthcare 17.76%
4 Consumer Staples 9.47%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.21%
22,060
27
$2.62M 1.16%
58,250
28
$2.59M 1.14%
27,420
29
$2.58M 1.14%
61,100
-2,350
30
$2.53M 1.11%
25,000
31
$2.29M 1.01%
19,250
32
$2.25M 0.99%
35,500
33
$2.25M 0.99%
24,000
-850
34
$2.13M 0.94%
19,400
35
$2.08M 0.91%
24,998
36
$2.02M 0.89%
8,400
37
$2.01M 0.89%
28,642
-1,127
38
$1.88M 0.83%
34,300
-1,000
39
$1.76M 0.78%
30,455
-619
40
$1.53M 0.68%
16,500
41
$1.5M 0.66%
32,035
+2
42
$1.39M 0.61%
8,000
43
$1.38M 0.61%
13,150
44
$1.15M 0.51%
43,720
45
$1.13M 0.5%
20,200
46
$1.12M 0.5%
13,800
47
$1.12M 0.49%
30,900
48
$1.1M 0.48%
9,500
-409
49
$1.07M 0.47%
31,347
-2,045
50
$1.03M 0.46%
26,300
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