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
+$478K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.29M
3
+$645K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$564K
5
D icon
Dominion Energy
D
+$315K

Top Sells

1
+$2.41M
2
+$1.72M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$590K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$447K

Sector Composition

1 Technology 29.43%
2 Healthcare 18.93%
3 Industrials 16.36%
4 Consumer Staples 10.13%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$151K 0.07%
14,700
77
$150K 0.07%
11,400
78
– –
-5,500
79
– –
-10,400
80
– –
-26,300
1 2 3
4