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
$206M
AUM Growth
-$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$203K
3
+$101K
4
HHH icon
Howard Hughes
HHH
+$80K
5
VZ icon
Verizon
VZ
+$55.8K

Top Sells

1
+$1.57M
2
+$156K
3
+$93.7K
4
IBM icon
IBM
IBM
+$75.9K
5
PG icon
Procter & Gamble
PG
+$67.7K

Sector Composition

1 Technology 26.9%
2 Healthcare 20.94%
3 Industrials 16.73%
4 Consumer Staples 10.45%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.22%
61,500
27
$2.38M 1.16%
16,470
-100
28
$2.28M 1.11%
42,600
29
$2.16M 1.04%
54,850
30
$1.86M 0.9%
33,373
+1,000
31
$1.84M 0.89%
24,887
32
$1.72M 0.83%
13,450
33
$1.69M 0.82%
37,400
-500
34
$1.65M 0.8%
19,400
35
$1.57M 0.76%
27,979
36
$1.52M 0.74%
23,500
37
$1.47M 0.71%
25,196
38
$1.41M 0.68%
16,150
39
$1.4M 0.68%
13,800
40
$1.31M 0.63%
9,500
41
$1.29M 0.63%
27,300
+700
42
$1.27M 0.62%
5,500
43
$1.21M 0.59%
8,000
44
$1.19M 0.58%
26,300
45
$1.16M 0.56%
7,900
46
$1.04M 0.5%
31,600
47
$1.03M 0.5%
+5,612
48
$1.03M 0.5%
13,000
49
$1.02M 0.5%
13,000
50
$1.02M 0.49%
30,461
+422
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