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
$251M
AUM Growth
-$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$86.1K
3
+$61.5K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.7K
5
BAC icon
Bank of America
BAC
+$30K

Top Sells

1
+$445K
2
+$145K
3
+$69.6K
4
CSCO icon
Cisco
CSCO
+$64.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$64.1K

Sector Composition

1 Technology 33.4%
2 Healthcare 17.7%
3 Industrials 17.7%
4 Consumer Staples 7.37%
5 Financials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.1%
14,774
77
$229K 0.09%
5,500
78
$223K 0.09%
4,150
-500
79
– –
-5,500
1 2 3
4