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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$9.08M
3
+$7.82M
4
XOM icon
Exxon Mobil
XOM
+$7.75M
5
WAT icon
Waters Corp
WAT
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Industrials 20.46%
3 Healthcare 18.46%
4 Consumer Staples 11.42%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.25%
+16,200
77
$441K 0.24%
+31,000
78
$406K 0.22%
+13,281
79
$392K 0.22%
+16,075
80
$389K 0.21%
+4,594
81
$343K 0.19%
+6,000
82
$335K 0.18%
+6,049
83
$295K 0.16%
+12,500
84
$275K 0.15%
+7,100
85
$263K 0.15%
+4,000
86
$260K 0.14%
+10,400
87
$225K 0.12%
+5,250
88
$217K 0.12%
+2,600
89
$211K 0.12%
+6,800
90
$110K 0.06%
+10,600
1 2 3
4