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
$206M
AUM Growth
-$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$203K
3
+$101K
4
HHH icon
Howard Hughes
HHH
+$80K
5
VZ icon
Verizon
VZ
+$55.8K

Top Sells

1
+$1.57M
2
+$156K
3
+$93.7K
4
IBM icon
IBM
IBM
+$75.9K
5
PG icon
Procter & Gamble
PG
+$67.7K

Sector Composition

1 Technology 26.9%
2 Healthcare 20.94%
3 Industrials 16.73%
4 Consumer Staples 10.45%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.1%
+7,500
77
$163K 0.08%
14,700
78
$151K 0.07%
11,100
-300
79
– –
-38,900
1 2 3
4