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
$235M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$32.8K
2
+$31.6K
3
+$12.5K

Top Sells

1
+$297K
2
+$287K
3
+$158K
4
WAT icon
Waters Corp
WAT
+$78.2K
5
JPM icon
JPMorgan Chase
JPM
+$52.7K

Sector Composition

1 Technology 32.49%
2 Healthcare 17.58%
3 Industrials 16.29%
4 Consumer Staples 9.57%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.12%
23,500
-100
27
$2.48M 1.05%
55,850
28
$2.4M 1.02%
41,900
-500
29
$2.38M 1.01%
56,122
+295
30
$2.17M 0.92%
19,400
31
$1.89M 0.8%
23,500
32
$1.86M 0.79%
28,722
33
$1.86M 0.79%
35,900
34
$1.79M 0.76%
12,187
35
$1.71M 0.73%
16,150
36
$1.61M 0.69%
33,073
-300
37
$1.56M 0.66%
8,000
38
$1.51M 0.64%
24,196
39
$1.49M 0.63%
13,200
40
$1.4M 0.6%
25,200
-200
41
$1.36M 0.58%
20,423
-4,464
42
$1.34M 0.57%
102,775
-1,000
43
$1.31M 0.56%
5,508
44
$1.31M 0.56%
7,915
45
$1.29M 0.55%
26,300
46
$1.26M 0.54%
15,914
+400
47
$1.21M 0.51%
20,200
48
$1.2M 0.51%
9,100
49
$1.14M 0.48%
31,600
50
$1.13M 0.48%
13,800
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