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
$240M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$739K
4
ISBC
Investors Bancorp, Inc.
ISBC
+$697K
5
AMGN icon
Amgen
AMGN
+$130K

Top Sells

1
+$1.9M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$801K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 31.79%
2 Healthcare 18.27%
3 Industrials 17.41%
4 Consumer Staples 8.37%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.09%
5,500
77
$207K 0.09%
14,774
78
– –
-20,200
79
– –
-23,500
80
– –
-23,400
1 2 3
4