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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$9.08M
3
+$7.82M
4
XOM icon
Exxon Mobil
XOM
+$7.75M
5
WAT icon
Waters Corp
WAT
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Industrials 20.46%
3 Healthcare 18.46%
4 Consumer Staples 11.42%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$871K 0.48%
+39,748
52
$822K 0.45%
+24,084
53
$788K 0.43%
+8,000
54
$761K 0.42%
+14,500
55
$748K 0.41%
+4,950
56
$736K 0.41%
+15,000
57
$735K 0.41%
+12,164
58
$721K 0.4%
+13,900
59
$704K 0.39%
+5,950
60
$686K 0.38%
+8,450
61
$677K 0.37%
+7,900
62
$657K 0.36%
+19,450
63
$635K 0.35%
+7,700
64
$629K 0.35%
+5,800
65
$611K 0.34%
+47,529
66
$600K 0.33%
+21,421
67
$593K 0.33%
+16,200
68
$586K 0.32%
+10,500
69
$586K 0.32%
+5,300
70
$556K 0.31%
+13,600
71
$511K 0.28%
+6,600
72
$498K 0.27%
+7,700
73
$479K 0.26%
+13,700
74
$474K 0.26%
+8,000
75
$468K 0.26%
+7,000
1 2
3
4