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
$431M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$55.3K

Top Sells

1
+$5.95M
2
+$2.26M
3
+$895K
4
ABT icon
Abbott
ABT
+$874K
5
ESI icon
Element Solutions
ESI
+$799K

Sector Composition

1 Technology 63.77%
2 Healthcare 10.73%
3 Industrials 8.76%
4 Financials 4.29%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.13%
14,808
52
$482K 0.11%
5,493
-234
53
$436K 0.1%
10,300
54
$408K 0.09%
3,050
55
$355K 0.08%
1,186
56
$355K 0.08%
7,223
57
$348K 0.08%
7,635
-16,725
58
$330K 0.08%
1,389
59
$291K 0.07%
2,525
60
$285K 0.07%
5,500
-15,000
61
$255K 0.06%
3,500
62
$244K 0.06%
1,215
63
$226K 0.05%
5,550
-1,300
64
$210K 0.05%
2,800
65
$200K 0.05%
2,392
66
$104K 0.02%
10,000
67
– –
-325
68
– –
-41,375
69
– –
-6,416
1 2
3