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
$221M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$439K
3
+$136K
4
MS icon
Morgan Stanley
MS
+$60.6K
5
HD icon
Home Depot
HD
+$34.1K

Top Sells

1
+$949K
2
+$462K
3
+$457K
4
EMC
EMC CORPORATION
EMC
+$452K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Sector Composition

1 Technology 32.34%
2 Industrials 18.2%
3 Healthcare 18.02%
4 Consumer Staples 9%
5 Energy 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.14%
25,000
27
$2.5M 1.14%
61,600
28
$2.46M 1.12%
60,700
-400
29
$2.4M 1.09%
16,670
-3,000
30
$2.34M 1.06%
24,000
31
$2.32M 1.05%
24,300
-3,120
32
$2.21M 1%
24,998
33
$2M 0.9%
19,400
34
$1.95M 0.89%
35,500
35
$1.76M 0.8%
16,300
-2,950
36
$1.76M 0.8%
8,400
37
$1.68M 0.76%
24,746
-3,896
38
$1.56M 0.71%
27,979
-2,476
39
$1.56M 0.71%
32,037
+2
40
$1.53M 0.69%
13,450
+300
41
$1.41M 0.64%
25,900
-8,400
42
$1.32M 0.6%
8,000
43
$1.29M 0.58%
16,500
44
$1.28M 0.58%
20,200
45
$1.15M 0.52%
26,300
46
$1.04M 0.47%
13,800
47
$1.02M 0.46%
31,347
48
$1.02M 0.46%
9,500
49
$993K 0.45%
7,900
50
$991K 0.45%
30,039
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