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
$221M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$439K
3
+$136K
4
MS icon
Morgan Stanley
MS
+$60.6K
5
HD icon
Home Depot
HD
+$34.1K

Top Sells

1
+$949K
2
+$462K
3
+$457K
4
EMC
EMC CORPORATION
EMC
+$452K
5
JPM icon
JPMorgan Chase
JPM
+$445K

Sector Composition

1 Technology 32.34%
2 Industrials 18.2%
3 Healthcare 18.02%
4 Consumer Staples 9%
5 Energy 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$967K 0.44%
13,000
52
$966K 0.44%
30,900
53
$944K 0.43%
13,000
54
$824K 0.37%
20,500
55
$821K 0.37%
15,200
56
$815K 0.37%
29,681
-14,039
57
$798K 0.36%
4,250
58
$733K 0.33%
5,243
+973
59
$718K 0.33%
13,900
60
$705K 0.32%
8,100
-400
61
$699K 0.32%
11,600
62
$655K 0.3%
13,100
63
$641K 0.29%
28,300
64
$638K 0.29%
17,900
+1,700
65
$619K 0.28%
6,000
66
$587K 0.27%
6,700
67
$582K 0.26%
4,200
-1,000
68
$535K 0.24%
8,600
-2,950
69
$515K 0.23%
3,400
-950
70
$477K 0.22%
4,550
-1,500
71
$456K 0.21%
16,600
72
$451K 0.2%
12,090
73
$445K 0.2%
6,000
74
$306K 0.14%
16,200
75
$295K 0.13%
19,205
1 2
3
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