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
$456M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$140K
3
+$37.5K

Top Sells

1
+$7.28M
2
+$514K
3
+$172K
4
UNH icon
UnitedHealth
UNH
+$166K
5
PG icon
Procter & Gamble
PG
+$78.3K

Sector Composition

1 Technology 63.59%
2 Healthcare 10.38%
3 Industrials 8.37%
4 Financials 5.31%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.11%
82,625
52
$451K 0.1%
22,716
53
$406K 0.09%
2,350
54
$381K 0.08%
1,215
55
$372K 0.08%
13,290
56
$364K 0.08%
950
57
$362K 0.08%
1,380
58
$310K 0.07%
2,500
59
$261K 0.06%
5,500
60
$257K 0.06%
996
61
$255K 0.06%
7,635
62
$251K 0.06%
+4,500
63
$247K 0.05%
2,800
64
$246K 0.05%
5,223
65
$233K 0.05%
8,575
66
$216K 0.05%
3,300
67
$131K 0.03%
10,000
68
– –
-6,450
1 2
3