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
$216M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$847K
3 +$406K
4
CSCO icon
Cisco
CSCO
+$235K
5
COP icon
ConocoPhillips
COP
+$17.4K

Top Sells

1 +$1.03M
2 +$349K
3 +$203K
4
WAT icon
Waters Corp
WAT
+$174K
5
HD icon
Home Depot
HD
+$163K

Sector Composition

1 Technology 29.51%
2 Healthcare 19.52%
3 Industrials 16.21%
4 Consumer Staples 10.29%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$285K 0.13%
6,500
77
$273K 0.13%
17,487
78
$160K 0.07%
14,774
+74
79
$155K 0.07%
11,100
80
-5,612
81
-7,500