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
$221M
AUM Growth
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.49M
3
+$492K
4
MMM icon
3M
MMM
+$92.6K
5
MSFT icon
Microsoft
MSFT
+$62.7K

Top Sells

1
+$2.51M
2
+$311K
3
+$118K
4
MDLZ icon
Mondelez International
MDLZ
+$76.6K
5
KO icon
Coca-Cola
KO
+$64.9K

Sector Composition

1 Technology 32.12%
2 Healthcare 18.23%
3 Industrials 16.43%
4 Consumer Staples 8.59%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.2M 24.49%
1,727,108
-9,920
2
$9.61M 4.35%
98,622
3
$7.46M 3.37%
58,100
-200
4
$7.42M 3.36%
94,910
5
$6.68M 3.02%
80,325
-400
6
$5.39M 2.44%
55,409
7
$5.32M 2.41%
46,650
8
$4.94M 2.23%
32,180
9
$4.83M 2.18%
34,800
10
$4.79M 2.17%
37,124
+718
11
$4.47M 2.02%
65,930
12
$4.24M 1.92%
27,296
-314
13
$3.92M 1.77%
28,627
+3,598
14
$3.79M 1.71%
56,350
15
$3.78M 1.71%
70,000
16
$3.77M 1.7%
43,700
-200
17
$3.48M 1.57%
27,342
-105
18
$3.41M 1.54%
51,200
-500
19
$3.38M 1.53%
34,900
-100
20
$3.18M 1.44%
48,600
21
$3.15M 1.43%
56,900
-500
22
$2.88M 1.3%
46,000
-100
23
$2.78M 1.26%
63,020
+1,420
24
$2.72M 1.23%
71,615
25
$2.7M 1.22%
55,050
1
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