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
$206M
AUM Growth
-$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$203K
3
+$101K
4
HHH icon
Howard Hughes
HHH
+$80K
5
VZ icon
Verizon
VZ
+$55.8K

Top Sells

1
+$1.57M
2
+$156K
3
+$93.7K
4
IBM icon
IBM
IBM
+$75.9K
5
PG icon
Procter & Gamble
PG
+$67.7K

Sector Composition

1 Technology 26.9%
2 Healthcare 20.94%
3 Industrials 16.73%
4 Consumer Staples 10.45%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$941K 0.46%
15,500
52
$911K 0.44%
20,200
53
$903K 0.44%
13,100
54
$796K 0.39%
20,500
55
$722K 0.35%
23,385
-100
56
$631K 0.31%
4,250
57
$617K 0.3%
13,800
58
$609K 0.3%
17,600
59
$603K 0.29%
4,594
60
$596K 0.29%
3,800
61
$574K 0.28%
6,000
62
$548K 0.27%
12,950
63
$539K 0.26%
6,100
64
$536K 0.26%
60,375
65
$534K 0.26%
6,600
66
$522K 0.25%
25,500
67
$520K 0.25%
14,800
68
$476K 0.23%
16,600
69
$450K 0.22%
4,300
70
$428K 0.21%
5,500
+1,300
71
$414K 0.2%
9,500
72
$384K 0.19%
10,600
-1,000
73
$359K 0.17%
3,000
74
$295K 0.14%
6,500
75
$232K 0.11%
17,487
1 2
3
4