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
$456M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$140K
3
+$37.5K

Top Sells

1
+$7.28M
2
+$514K
3
+$172K
4
UNH icon
UnitedHealth
UNH
+$166K
5
PG icon
Procter & Gamble
PG
+$78.3K

Sector Composition

1 Technology 63.59%
2 Healthcare 10.38%
3 Industrials 8.37%
4 Financials 5.31%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$252M 55.25%
1,195,239
-34,550
2
$24.4M 5.36%
54,628
3
$11.5M 2.53%
56,934
4
$10.5M 2.3%
71,821
5
$9.42M 2.07%
30,155
6
$9.25M 2.03%
31,867
7
$9.04M 1.98%
42,325
8
$9.03M 1.98%
54,742
-475
9
$7.78M 1.71%
45,388
10
$7.13M 1.57%
61,953
+1,217
11
$6.87M 1.51%
34,500
12
$6.16M 1.35%
15,137
13
$5.57M 1.22%
30,621
-130
14
$5.4M 1.18%
49,000
15
$4.7M 1.03%
18,445
16
$4.52M 0.99%
45,564
17
$4.52M 0.99%
60,000
18
$4.22M 0.93%
29,900
19
$3.78M 0.83%
17,600
20
$3.75M 0.82%
36,050
21
$3.72M 0.82%
20,600
22
$3.4M 0.75%
24,811
23
$3.29M 0.72%
19,963
24
$2.78M 0.61%
12,000
25
$2.73M 0.6%
28,133
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