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
+$478K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.29M
3
+$645K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$564K
5
D icon
Dominion Energy
D
+$315K

Top Sells

1
+$2.41M
2
+$1.72M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$590K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$447K

Sector Composition

1 Technology 29.43%
2 Healthcare 18.93%
3 Industrials 16.36%
4 Consumer Staples 10.13%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.19%
24,000
-200
27
$2.35M 1.13%
16,570
28
$2.29M 1.11%
54,850
-200
29
$2.18M 1.05%
42,600
30
$1.79M 0.87%
13,450
31
$1.75M 0.84%
32,373
+200
32
$1.61M 0.78%
19,400
33
$1.61M 0.78%
24,887
-223
34
$1.57M 0.76%
38,900
35
$1.56M 0.75%
37,900
-1,000
36
$1.49M 0.72%
23,500
37
$1.47M 0.71%
+5,500
38
$1.45M 0.7%
27,979
39
$1.39M 0.67%
25,196
40
$1.35M 0.65%
13,800
41
$1.3M 0.63%
8,000
42
$1.29M 0.62%
+26,600
43
$1.28M 0.62%
16,150
-300
44
$1.28M 0.62%
9,500
45
$1.02M 0.49%
31,600
46
$984K 0.47%
13,000
47
$951K 0.46%
15,500
48
$939K 0.45%
26,300
49
$936K 0.45%
7,900
50
$936K 0.45%
13,000
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