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
$235M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$32.8K
2
+$31.6K
3
+$12.5K

Top Sells

1
+$297K
2
+$287K
3
+$158K
4
WAT icon
Waters Corp
WAT
+$78.2K
5
JPM icon
JPMorgan Chase
JPM
+$52.7K

Sector Composition

1 Technology 32.49%
2 Healthcare 17.58%
3 Industrials 16.29%
4 Consumer Staples 9.57%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.3M 25.22%
1,650,732
-8,000
2
$12.1M 5.13%
96,833
3
$8.72M 3.71%
55,800
-500
4
$8.1M 3.44%
90,110
-200
5
$6.47M 2.75%
54,072
6
$6.3M 2.68%
76,875
-200
7
$6.07M 2.58%
34,335
8
$5.85M 2.49%
36,598
9
$5.78M 2.46%
51,013
10
$5.68M 2.42%
64,730
-600
11
$5.39M 2.29%
32,855
+200
12
$4.28M 1.82%
65,038
13
$3.9M 1.66%
70,000
14
$3.76M 1.6%
26,327
-1,106
15
$3.73M 1.59%
22,422
-209
16
$3.67M 1.56%
56,300
17
$3.5M 1.49%
47,900
18
$3.47M 1.47%
32,311
-100
19
$3.44M 1.46%
30,809
20
$3.21M 1.37%
41,123
21
$3.14M 1.33%
52,400
22
$3.04M 1.3%
18,270
23
$2.98M 1.27%
23,000
24
$2.74M 1.17%
61,500
25
$2.64M 1.12%
48,620
-900
1
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