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
$456M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$140K
3
+$37.5K

Top Sells

1
+$7.28M
2
+$514K
3
+$172K
4
UNH icon
UnitedHealth
UNH
+$166K
5
PG icon
Procter & Gamble
PG
+$78.3K

Sector Composition

1 Technology 63.59%
2 Healthcare 10.38%
3 Industrials 8.37%
4 Financials 5.31%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.58%
11,640
27
$2.46M 0.54%
2,890
28
$2.31M 0.51%
36,225
29
$2.19M 0.48%
9,749
30
$2.07M 0.45%
6,002
31
$2.01M 0.44%
10,960
32
$1.91M 0.42%
17,900
33
$1.88M 0.41%
30,434
34
$1.65M 0.36%
3,640
35
$1.64M 0.36%
3,215
-325
36
$1.47M 0.32%
11,900
37
$1.42M 0.31%
7,820
38
$1.17M 0.26%
2,143
-25
39
$1.12M 0.25%
26,938
40
$1.02M 0.22%
3,000
41
$989K 0.22%
24,880
42
$968K 0.21%
6,190
+240
43
$955K 0.21%
1,755
44
$860K 0.19%
1,330
45
$838K 0.18%
3,800
46
$817K 0.18%
14,420
47
$727K 0.16%
7,483
48
$727K 0.16%
10,100
49
$713K 0.16%
39,219
50
$674K 0.15%
4,239
-1,079
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