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
$240M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$739K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$697K
5
AMGN icon
Amgen
AMGN
+$130K

Top Sells

1
+$1.9M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$801K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 31.79%
2 Healthcare 18.27%
3 Industrials 17.41%
4 Consumer Staples 8.37%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.42%
4,250
52
$999K 0.42%
29,512
53
$943K 0.39%
12,975
54
$898K 0.37%
6,800
55
$884K 0.37%
18,440
56
$828K 0.34%
6,600
57
$807K 0.34%
24,000
58
$805K 0.33%
12,700
59
$753K 0.31%
25,200
-200
60
$739K 0.31%
+20,200
61
$722K 0.3%
14,840
62
$697K 0.29%
+51,100
63
$607K 0.25%
3,700
64
$588K 0.24%
3,894
65
$564K 0.23%
4,800
66
$512K 0.21%
18,022
-663
67
$465K 0.19%
6,000
-100
68
$445K 0.19%
17,587
69
$426K 0.18%
3,000
70
$423K 0.18%
5,500
71
$396K 0.16%
10,800
72
$337K 0.14%
6,750
-500
73
$268K 0.11%
4,500
74
$267K 0.11%
599
75
$223K 0.09%
4,650
1 2
3
4