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
$221M
AUM Growth
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.49M
3
+$492K
4
MMM icon
3M
MMM
+$92.6K
5
MSFT icon
Microsoft
MSFT
+$62.7K

Top Sells

1
+$2.51M
2
+$311K
3
+$118K
4
MDLZ icon
Mondelez International
MDLZ
+$76.6K
5
KO icon
Coca-Cola
KO
+$64.9K

Sector Composition

1 Technology 32.12%
2 Healthcare 18.23%
3 Industrials 16.43%
4 Consumer Staples 8.59%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.14%
16,200
77
$286K 0.13%
3,000
78
$210K 0.1%
11,650
-1,000
79
– –
-25,000
80
– –
-11,400
1 2 3
4