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
$235M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$32.8K
2
+$31.6K
3
+$12.5K

Top Sells

1
+$297K
2
+$287K
3
+$158K
4
WAT icon
Waters Corp
WAT
+$78.2K
5
JPM icon
JPMorgan Chase
JPM
+$52.7K

Sector Composition

1 Technology 32.49%
2 Healthcare 17.58%
3 Industrials 16.29%
4 Consumer Staples 9.57%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$976K 0.42%
4,250
52
$968K 0.41%
29,828
-106
53
$944K 0.4%
20,000
-500
54
$907K 0.39%
12,700
-100
55
$843K 0.36%
7,300
56
$811K 0.34%
24,000
57
$774K 0.33%
12,950
58
$764K 0.33%
18,440
59
$718K 0.31%
6,600
60
$685K 0.29%
25,400
61
$629K 0.27%
14,840
62
$620K 0.26%
3,700
63
$553K 0.24%
6,100
64
$526K 0.22%
3,894
-356
65
$515K 0.22%
4,800
66
$507K 0.22%
19,185
-200
67
$475K 0.2%
11,400
68
$472K 0.2%
6,020
69
$426K 0.18%
5,500
70
$412K 0.18%
17,487
71
$394K 0.17%
3,000
72
$386K 0.16%
7,750
-1,000
73
$280K 0.12%
6,500
74
$248K 0.11%
4,500
75
$237K 0.1%
5,550
1 2
3
4