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
$222M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$319K

Top Sells

1
+$755K
2
+$232K
3
+$159K
4
PG icon
Procter & Gamble
PG
+$83.7K
5
PLL
PALL CORP
PLL
+$83.7K

Sector Composition

1 Technology 29.27%
2 Industrials 19.29%
3 Healthcare 17.22%
4 Consumer Staples 9.28%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.2%
15,200
77
$425K 0.19%
16,900
78
$372K 0.17%
25,600
79
$335K 0.15%
12,650
80
$327K 0.15%
19,205
-4,500
81
$307K 0.14%
10,400
82
$274K 0.12%
6,800
83
$272K 0.12%
6,000
84
$252K 0.11%
770
85
$244K 0.11%
2,600
86
$106K 0.05%
15,000
1 2 3
4