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
$352M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$45K
2
+$5.77K
3
+$3.49K
4
HD icon
Home Depot
HD
+$3.04K
5
BA icon
Boeing
BA
+$2.66K

Top Sells

1
+$1.59M
2
+$589K
3
+$588K
4
ORCL icon
Oracle
ORCL
+$305K
5
INTC icon
Intel
INTC
+$268K

Sector Composition

1 Technology 58.53%
2 Healthcare 13.76%
3 Industrials 8.74%
4 Consumer Staples 4.73%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.61%
38,100
27
$2.09M 0.6%
29,438
28
$2.03M 0.58%
9,749
29
$1.99M 0.57%
28,366
30
$1.89M 0.54%
30,900
-5,000
31
$1.74M 0.49%
3,443
+3
32
$1.7M 0.48%
32,236
33
$1.65M 0.47%
3,490
34
$1.62M 0.46%
12,000
35
$1.43M 0.41%
85,816
36
$1.42M 0.4%
14,900
37
$1.37M 0.39%
25,360
-580
38
$1.36M 0.39%
17,900
39
$1.22M 0.35%
12,720
+60
40
$1.07M 0.3%
3,640
41
$1.01M 0.29%
27,582
42
$920K 0.26%
9,620
43
$915K 0.26%
6,370
44
$848K 0.24%
10,600
45
$820K 0.23%
20,500
46
$763K 0.22%
46,875
-10,000
47
$744K 0.21%
24,640
48
$692K 0.2%
15,808
49
$649K 0.18%
8,216
50
$608K 0.17%
3,000
1
2
3