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
$344M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.31M
3
+$512K
4
CRWD icon
CrowdStrike
CRWD
+$268K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$1.19M
2
+$36.8K
3
+$15.9K
4
HHH icon
Howard Hughes
HHH
+$2.91K
5
BA icon
Boeing
BA
+$1.65K

Sector Composition

1 Technology 55.08%
2 Healthcare 14.1%
3 Industrials 10.25%
4 Consumer Staples 5.22%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.67%
67,187
-1
27
$2.29M 0.67%
13,815
28
$2.2M 0.64%
36,900
-20,000
29
$2.18M 0.63%
44,127
30
$2.09M 0.61%
25,940
31
$2.01M 0.58%
36,589
-53
32
$1.93M 0.56%
16,579
33
$1.91M 0.56%
31,737
34
$1.75M 0.51%
+10,288
35
$1.64M 0.48%
27,516
36
$1.56M 0.45%
17,900
37
$1.55M 0.45%
15,514
38
$1.45M 0.42%
27,966
39
$1.42M 0.41%
3,990
40
$1.38M 0.4%
31,932
41
$1.31M 0.38%
+4,194
42
$1.24M 0.36%
100,166
43
$1.14M 0.33%
40,700
44
$1.08M 0.32%
18,570
45
$1.03M 0.3%
13,960
46
$974K 0.28%
10,000
47
$852K 0.25%
4,240
48
$788K 0.23%
20,000
49
$737K 0.21%
10,060
50
$728K 0.21%
21,203
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