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
$449M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$199K
2 +$36.5K
3 +$17.1K
4
PEP icon
PepsiCo
PEP
+$4.2K

Top Sells

1 +$2.62M
2 +$1.28M
3 +$210K
4
XYL icon
Xylem
XYL
+$202K
5
INTC icon
Intel
INTC
+$94.2K

Sector Composition

1 Technology 58.97%
2 Healthcare 12.34%
3 Industrials 9.12%
4 Financials 4.69%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$120K 0.03%
10,000
77
-1,215
78
-1,687