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
$297M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$20.2K

Top Sells

1
+$975K
2
+$902K
3
+$893K
4
AAPL icon
Apple
AAPL
+$615K
5
CL icon
Colgate-Palmolive
CL
+$586K

Sector Composition

1 Technology 51.77%
2 Healthcare 15.25%
3 Industrials 10.15%
4 Consumer Staples 5.41%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.75%
25,940
27
$2.18M 0.74%
22,600
28
$2.09M 0.7%
12,340
29
$1.97M 0.66%
44,127
30
$1.91M 0.65%
16,579
-105
31
$1.87M 0.63%
31,737
-300
32
$1.87M 0.63%
13,815
-50
33
$1.81M 0.61%
36,642
34
$1.67M 0.56%
27,966
35
$1.56M 0.53%
17,900
36
$1.52M 0.51%
100,166
37
$1.52M 0.51%
27,516
38
$1.48M 0.5%
15,514
39
$1.26M 0.43%
31,932
40
$1.23M 0.41%
10,000
41
$1.21M 0.41%
3,990
42
$1.21M 0.41%
18,570
-1,000
43
$986K 0.33%
13,960
44
$949K 0.32%
40,700
45
$932K 0.31%
20,000
46
$837K 0.28%
4,240
47
$819K 0.28%
21,203
48
$713K 0.24%
10,060
49
$683K 0.23%
62,975
-8,000
50
$652K 0.22%
12,775
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