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
$266M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$299K
3
+$181K
4
CVS icon
CVS Health
CVS
+$175K
5
HHH icon
Howard Hughes
HHH
+$64.7K

Top Sells

1
+$1.94M
2
+$1.79M
3
+$1.31M
4
BMY icon
Bristol-Myers Squibb
BMY
+$443K
5
ISBC
Investors Bancorp, Inc.
ISBC
+$394K

Sector Composition

1 Technology 37.81%
2 Healthcare 17.11%
3 Industrials 15.19%
4 Consumer Staples 6.7%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.92%
45,127
27
$2.43M 0.91%
27,740
-1,960
28
$2.36M 0.89%
16,968
29
$2.25M 0.84%
22,600
30
$2.22M 0.83%
107,866
+16,466
31
$2.15M 0.81%
9,273
+66
32
$2.03M 0.76%
12,540
-1,660
33
$1.83M 0.69%
15,514
34
$1.62M 0.61%
31,920
-8,744
35
$1.6M 0.6%
26,463
+111
36
$1.55M 0.58%
17,900
37
$1.52M 0.57%
13,800
38
$1.47M 0.55%
28,458
+66
39
$1.32M 0.5%
20,970
+2,775
40
$1.3M 0.49%
32,382
+32
41
$1.14M 0.43%
23,000
+600
42
$997K 0.37%
8,000
-550
43
$992K 0.37%
3,446
44
$966K 0.36%
15,860
-1,560
45
$964K 0.36%
28,223
46
$956K 0.36%
21,153
47
$926K 0.35%
5,508
48
$900K 0.34%
4,346
+250
49
$899K 0.34%
26,385
-2,428
50
$882K 0.33%
12,775
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