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
$207M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$670K
3
+$531K
4
PCP
PRECISION CASTPARTS CORP
PCP
+$464K
5
DIS icon
Walt Disney
DIS
+$457K

Top Sells

1
+$1.58M
2
+$1.12M
3
+$576K
4
CLVS
Clovis Oncology, Inc.
CLVS
+$551K
5
WTS icon
Watts Water Technologies
WTS
+$512K

Sector Composition

1 Technology 29.4%
2 Healthcare 19.56%
3 Industrials 16.9%
4 Consumer Staples 9.8%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.05%
14,700
-1,500
77
– –
-21,100
78
– –
-15,200
79
– –
-6,000
80
– –
-18,300
81
– –
-12,090
82
– –
-4,200
1 2 3
4