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
$255M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$482K
3
+$10.5K
4
KO icon
Coca-Cola
KO
+$2.19K

Top Sells

1
+$1.02M
2
+$1M
3
+$402K
4
DVN icon
Devon Energy
DVN
+$317K
5
MS icon
Morgan Stanley
MS
+$223K

Sector Composition

1 Technology 35.46%
2 Healthcare 17.42%
3 Industrials 16.7%
4 Consumer Staples 6.47%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.08%
3,200
-1,200
77
– –
-4,150
78
– –
-9,100
79
– –
-10,000
80
– –
-6,600
1 2 3
4