III

Independent Investors Inc Portfolio holdings

AUM $538M
1-Year Est. Return 16.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M

Top Sells

1
+$6.74M
2
+$1.92M
3
+$229K
4
MRK icon
Merck
MRK
+$224K
5
MDLZ icon
Mondelez International
MDLZ
+$224K

Sector Composition

1 Technology 60.63%
2 Healthcare 10.36%
3 Industrials 9.34%
4 Financials 7.22%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.56%
3,640
27
$2.57M 0.56%
19,463
28
$2.56M 0.56%
28,133
29
$2.52M 0.55%
35,600
30
$2.49M 0.54%
24,650
31
$2.45M 0.53%
9,749
32
$2.31M 0.5%
6,310
-300
33
$2.17M 0.47%
17,900
34
$1.95M 0.43%
28,937
-75
35
$1.65M 0.36%
9,300
-1,130
36
$1.29M 0.28%
2,076
-20
37
$1.25M 0.27%
26,938
38
$1.22M 0.27%
1,972
39
$1.19M 0.26%
3,000
40
$1.18M 0.26%
24,880
41
$1.15M 0.25%
6,520
-1,300
42
$1.15M 0.25%
10,100
43
$1.13M 0.25%
82,625
44
$1.09M 0.24%
4,239
45
$1M 0.22%
1,330
46
$984K 0.21%
6,983
47
$979K 0.21%
6,840
-150
48
$919K 0.2%
2,945
-65
49
$871K 0.19%
15,315
-1,350
50
$843K 0.18%
3,800
1
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