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
$201M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$46.7K
3 +$34.5K
4
COST icon
Costco
COST
+$28.9K
5
EXTR icon
Extreme Networks
EXTR
+$25.7K

Top Sells

1 +$1.07M
2 +$60K
3 +$38.1K
4
QCOM icon
Qualcomm
QCOM
+$26.9K
5
APD icon
Air Products & Chemicals
APD
+$25.5K

Sector Composition

1 Technology 31.36%
2 Healthcare 17.68%
3 Industrials 16.74%
4 Consumer Staples 9.13%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$299K 0.15%
19,205
77
$282K 0.14%
3,000
78
$210K 0.1%
11,400
-250
79
$156K 0.08%
16,200