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
$359M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$532K
3
+$233K
4
UNH icon
UnitedHealth
UNH
+$62K

Top Sells

1
+$3.42M
2
+$808K
3
+$545K
4
MSFT icon
Microsoft
MSFT
+$480K
5
JPM icon
JPMorgan Chase
JPM
+$295K

Sector Composition

1 Technology 53.63%
2 Healthcare 15.16%
3 Industrials 10.37%
4 Consumer Staples 5.19%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.67%
38,100
27
$2.34M 0.65%
32,183
-53
28
$2.23M 0.62%
28,366
29
$2.03M 0.56%
9,749
30
$1.95M 0.54%
6,183
-1,726
31
$1.95M 0.54%
27,038
-2,400
32
$1.89M 0.53%
3,560
+117
33
$1.77M 0.49%
12,000
34
$1.62M 0.45%
17,900
35
$1.55M 0.43%
85,816
36
$1.32M 0.37%
2,890
-600
37
$1.28M 0.36%
13,700
-1,200
38
$1.25M 0.35%
3,640
39
$1.24M 0.35%
24,360
-1,000
40
$1.04M 0.29%
5,770
-600
41
$987K 0.27%
11,120
-1,600
42
$977K 0.27%
20,500
43
$934K 0.26%
10,600
44
$884K 0.25%
+11,550
45
$853K 0.24%
46,875
46
$816K 0.23%
24,640
47
$759K 0.21%
14,808
-1,000
48
$733K 0.2%
3,000
49
$708K 0.2%
8,020
-1,600
50
$699K 0.19%
8,216
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