III

Independent Investors Inc Portfolio holdings

AUM $538M
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$701K
3 +$97.6K
4
MSFT icon
Microsoft
MSFT
+$65K

Top Sells

1 +$921K
2 +$665K
3 +$607K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$305K
5
KHC icon
Kraft Heinz
KHC
+$201K

Sector Composition

1 Technology 38.23%
2 Healthcare 17.34%
3 Industrials 17.03%
4 Financials 6.07%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,200
77
-10,700