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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.49M
3
+$492K
4
MMM icon
3M
MMM
+$92.6K
5
MSFT icon
Microsoft
MSFT
+$62.7K

Top Sells

1
+$2.51M
2
+$311K
3
+$118K
4
MDLZ icon
Mondelez International
MDLZ
+$76.6K
5
KO icon
Coca-Cola
KO
+$64.9K

Sector Composition

1 Technology 32.12%
2 Healthcare 18.23%
3 Industrials 16.43%
4 Consumer Staples 8.59%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.12%
61,600
-100
27
$2.32M 1.05%
59,045
-1,655
28
$2.27M 1.03%
16,670
29
$2.26M 1.02%
23,800
-200
30
$2.26M 1.02%
24,200
-100
31
$2.2M 1%
24,998
32
$1.84M 0.83%
35,500
33
$1.69M 0.77%
19,400
34
$1.68M 0.76%
8,400
35
$1.59M 0.72%
+21,100
36
$1.59M 0.72%
27,979
37
$1.55M 0.7%
16,300
38
$1.5M 0.68%
24,746
39
$1.49M 0.68%
13,450
40
$1.49M 0.68%
+58,375
41
$1.47M 0.67%
31,573
-464
42
$1.45M 0.66%
25,800
-100
43
$1.36M 0.62%
8,000
44
$1.28M 0.58%
16,500
45
$1.25M 0.56%
20,200
46
$1.13M 0.51%
26,300
47
$1.13M 0.51%
31,020
-327
48
$1.11M 0.5%
13,800
49
$1.08M 0.49%
13,000
50
$1.01M 0.45%
9,500
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