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
$434M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$294K
2
+$219K
3
+$81.3K
4
JPM icon
JPMorgan Chase
JPM
+$17K
5
UPS icon
United Parcel Service
UPS
+$15.7K

Top Sells

1
+$2.81M
2
+$1.08M
3
+$316K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$214K
5
IBM icon
IBM
IBM
+$114K

Sector Composition

1 Technology 62.11%
2 Healthcare 11.3%
3 Industrials 9.23%
4 Financials 4.75%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.52%
12,000
27
$2.24M 0.52%
28,133
-33
28
$2.13M 0.49%
36,225
29
$2.1M 0.48%
6,052
+30
30
$2.05M 0.47%
9,749
31
$1.91M 0.44%
2,890
32
$1.86M 0.43%
3,540
33
$1.81M 0.42%
17,900
34
$1.56M 0.36%
11,060
35
$1.4M 0.32%
3,640
36
$1.38M 0.32%
26,938
37
$1.09M 0.25%
7,820
38
$898K 0.21%
3,000
39
$893K 0.21%
1,870
-20
40
$861K 0.2%
5,770
41
$849K 0.2%
3,815
42
$846K 0.19%
25,130
43
$844K 0.19%
39,219
44
$834K 0.19%
1,755
45
$801K 0.18%
14,570
46
$791K 0.18%
1,380
47
$783K 0.18%
10,100
-500
48
$698K 0.16%
7,483
-133
49
$589K 0.14%
11,900
50
$576K 0.13%
7,300
-4,000
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