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
$284M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$771K
3
+$94.2K
4
MSFT icon
Microsoft
MSFT
+$68.6K

Top Sells

1
+$921K
2
+$658K
3
+$607K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$297K
5
KHC icon
Kraft Heinz
KHC
+$201K

Sector Composition

1 Technology 38.23%
2 Healthcare 17.34%
3 Industrials 17.03%
4 Financials 6.07%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.89%
17,521
-104
27
$2.48M 0.87%
22,150
-300
28
$2.45M 0.86%
31,800
29
$2.44M 0.86%
15,000
-300
30
$2.25M 0.79%
48,627
-1,804
31
$2.06M 0.73%
33,823
-200
32
$2M 0.71%
22,600
-500
33
$2M 0.7%
9,637
-300
34
$1.95M 0.69%
15,022
35
$1.93M 0.68%
8,000
36
$1.76M 0.62%
21,196
-1,000
37
$1.68M 0.59%
7,915
38
$1.65M 0.58%
15,514
39
$1.58M 0.56%
13,800
40
$1.56M 0.55%
38,100
-7,250
41
$1.55M 0.55%
19,670
+9,800
42
$1.54M 0.54%
19,976
43
$1.49M 0.53%
27,989
44
$1.4M 0.49%
29,500
-300
45
$1.31M 0.46%
+8,000
46
$1.24M 0.44%
29,551
-1,159
47
$1.09M 0.38%
22,400
-100
48
$1.08M 0.38%
18,140
-200
49
$1.08M 0.38%
21,153
50
$1.05M 0.37%
5,508
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