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
$505M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$215K

Top Sells

1
+$4.32M
2
+$243K
3
+$233K
4
BAX icon
Baxter International
BAX
+$214K
5
SLB icon
SLB Ltd
SLB
+$202K

Sector Composition

1 Technology 65.31%
2 Healthcare 9.64%
3 Industrials 7.93%
4 Financials 5.71%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.52%
2,890
27
$2.56M 0.51%
28,133
28
$2.33M 0.46%
6,002
29
$2.26M 0.45%
36,225
30
$2.23M 0.44%
29,012
31
$2.09M 0.41%
10,960
32
$2.08M 0.41%
3,640
33
$2.05M 0.41%
9,749
34
$1.74M 0.34%
17,900
35
$1.6M 0.32%
11,900
36
$1.53M 0.3%
3,015
37
$1.52M 0.3%
26,938
38
$1.48M 0.29%
7,820
39
$1.23M 0.24%
2,093
-10
40
$1.22M 0.24%
2,089
41
$1.09M 0.22%
24,880
42
$1.08M 0.21%
3,000
43
$941K 0.19%
7,483
44
$938K 0.19%
3,800
45
$937K 0.19%
1,330
46
$897K 0.18%
6,190
47
$856K 0.17%
10,100
48
$847K 0.17%
82,625
49
$837K 0.17%
39,219
50
$830K 0.16%
14,420
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