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
$222M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$319K

Top Sells

1
+$755K
2
+$232K
3
+$159K
4
PG icon
Procter & Gamble
PG
+$83.7K
5
PLL
PALL CORP
PLL
+$83.7K

Sector Composition

1 Technology 29.27%
2 Industrials 19.29%
3 Healthcare 17.22%
4 Consumer Staples 9.28%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.46%
9,909
52
$1.02M 0.46%
36,363
53
$976K 0.44%
12,764
54
$939K 0.42%
7,900
55
$843K 0.38%
13,000
56
$829K 0.37%
21,421
57
$816K 0.37%
4,450
-200
58
$790K 0.36%
11,600
59
$718K 0.32%
15,200
-1,000
60
$710K 0.32%
13,900
-500
61
$687K 0.31%
13,000
-600
62
$686K 0.31%
5,200
-300
63
$674K 0.3%
5,650
64
$624K 0.28%
13,600
65
$584K 0.26%
16,900
66
$576K 0.26%
4,600
67
$565K 0.25%
7,000
68
$549K 0.25%
6,700
69
$547K 0.25%
28,300
70
$528K 0.24%
16,200
71
$514K 0.23%
4,270
72
$507K 0.23%
9,000
-500
73
$489K 0.22%
4,600
74
$488K 0.22%
12,090
75
$477K 0.21%
6,000
1 2
3
4