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
$431M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$55.3K

Top Sells

1
+$5.95M
2
+$2.26M
3
+$895K
4
ABT icon
Abbott
ABT
+$874K
5
ESI icon
Element Solutions
ESI
+$799K

Sector Composition

1 Technology 63.77%
2 Healthcare 10.73%
3 Industrials 8.76%
4 Financials 4.29%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.51%
28,366
27
$2.18M 0.51%
36,225
28
$2.09M 0.48%
12,000
29
$1.91M 0.44%
9,749
30
$1.87M 0.43%
6,022
-161
31
$1.81M 0.42%
17,900
32
$1.73M 0.4%
27,038
33
$1.7M 0.39%
3,540
-20
34
$1.56M 0.36%
2,890
35
$1.34M 0.31%
11,060
-60
36
$1.17M 0.27%
3,640
37
$974K 0.23%
11,550
38
$936K 0.22%
7,820
39
$915K 0.21%
3,000
40
$908K 0.21%
5,770
41
$884K 0.2%
10,600
42
$861K 0.2%
3,815
-10,000
43
$857K 0.2%
12,400
-1,300
44
$736K 0.17%
1,661
45
$721K 0.17%
25,130
46
$671K 0.16%
62,800
47
$651K 0.15%
11,770
+1,000
48
$650K 0.15%
7,616
-600
49
$615K 0.14%
1,380
50
$582K 0.14%
33,816
-52,000
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