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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.49M
3
+$492K
4
MMM icon
3M
MMM
+$92.6K
5
MSFT icon
Microsoft
MSFT
+$62.7K

Top Sells

1
+$2.51M
2
+$311K
3
+$118K
4
MDLZ icon
Mondelez International
MDLZ
+$76.6K
5
KO icon
Coca-Cola
KO
+$64.9K

Sector Composition

1 Technology 32.12%
2 Healthcare 18.23%
3 Industrials 16.43%
4 Consumer Staples 8.59%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$955K 0.43%
30,039
52
$939K 0.42%
30,900
53
$920K 0.42%
15,200
54
$895K 0.4%
7,900
55
$887K 0.4%
4,250
56
$870K 0.39%
13,000
57
$860K 0.39%
20,500
58
$784K 0.35%
29,600
-81
59
$739K 0.33%
13,900
60
$694K 0.31%
17,900
61
$690K 0.31%
11,600
62
$650K 0.29%
6,700
63
$640K 0.29%
13,100
64
$629K 0.28%
6,000
65
$613K 0.28%
7,200
-900
66
$608K 0.28%
4,810
-433
67
$550K 0.25%
4,200
68
$538K 0.24%
27,300
-1,000
69
$528K 0.24%
8,600
70
$527K 0.24%
6,000
71
$459K 0.21%
3,400
72
$455K 0.21%
16,600
73
$438K 0.2%
4,550
74
$406K 0.18%
12,090
75
$326K 0.15%
19,205
1 2
3
4