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
$207M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$670K
3
+$531K
4
PCP
PRECISION CASTPARTS CORP
PCP
+$464K
5
DIS icon
Walt Disney
DIS
+$457K

Top Sells

1
+$1.58M
2
+$1.12M
3
+$576K
4
CLVS
Clovis Oncology, Inc.
CLVS
+$551K
5
WTS icon
Watts Water Technologies
WTS
+$512K

Sector Composition

1 Technology 29.4%
2 Healthcare 19.56%
3 Industrials 16.9%
4 Consumer Staples 9.8%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.17%
24,200
27
$2.41M 1.17%
10,400
+2,000
28
$2.25M 1.09%
61,600
29
$2.19M 1.06%
16,570
30
$2.13M 1.03%
42,600
-2,900
31
$1.94M 0.94%
25,110
+112
32
$1.78M 0.86%
13,450
-100
33
$1.72M 0.83%
+5,500
34
$1.64M 0.79%
19,400
35
$1.56M 0.76%
23,500
36
$1.52M 0.73%
38,900
37
$1.49M 0.72%
32,173
+600
38
$1.48M 0.72%
38,900
39
$1.43M 0.69%
26,300
40
$1.39M 0.67%
27,979
41
$1.29M 0.62%
16,450
+150
42
$1.25M 0.6%
25,196
-10,304
43
$1.21M 0.59%
13,800
44
$1.21M 0.58%
9,500
45
$1.19M 0.58%
8,000
46
$1.14M 0.55%
29,600
47
$1.09M 0.53%
13,000
48
$1.09M 0.53%
31,600
49
$1.08M 0.52%
15,500
-1,000
50
$988K 0.48%
13,000
1
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