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
$208M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$431K
3
+$219K
4
MDXG icon
MiMedx Group
MDXG
+$131K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$107K

Top Sells

1
+$1.21M
2
+$610K
3
+$478K
4
AAPL icon
Apple
AAPL
+$421K
5
ORCL icon
Oracle
ORCL
+$402K

Sector Composition

1 Technology 26.5%
2 Industrials 21.2%
3 Healthcare 17.14%
4 Consumer Staples 10.37%
5 Energy 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.2%
64,900
-10,500
27
$2.44M 1.18%
37,742
28
$2.38M 1.15%
20,078
+900
29
$2.35M 1.13%
38,000
30
$2.35M 1.13%
28,320
+250
31
$2.33M 1.12%
62,200
-500
32
$2.31M 1.12%
8,600
33
$2.28M 1.1%
59,550
34
$2.22M 1.07%
26,000
35
$1.85M 0.89%
25,668
-1,674
36
$1.85M 0.89%
19,900
37
$1.84M 0.88%
29,769
-211
38
$1.62M 0.78%
19,250
39
$1.62M 0.78%
35,600
40
$1.58M 0.76%
39,534
-491
41
$1.5M 0.72%
16,500
42
$1.34M 0.65%
26,400
43
$1.2M 0.58%
13,800
44
$1.15M 0.55%
8,000
45
$1.12M 0.54%
20,200
46
$1.11M 0.53%
39,748
47
$1.09M 0.53%
37,522
48
$992K 0.48%
9,909
49
$972K 0.47%
13,764
+1,300
50
$918K 0.44%
+46,809
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