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
$377M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$650K
3
+$224K
4
TFC icon
Truist Financial
TFC
+$61.3K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$51.1K

Top Sells

1
+$1.39M
2
+$775K
3
+$221K
4
LHX icon
L3Harris
LHX
+$105K
5
HON icon
Honeywell
HON
+$86.8K

Sector Composition

1 Technology 50.73%
2 Healthcare 14.77%
3 Industrials 12.07%
4 Financials 5.31%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.69%
33,266
27
$2.59M 0.69%
11,740
28
$2.52M 0.67%
35,900
29
$2.47M 0.66%
8,098
30
$2.43M 0.64%
10,700
+200
31
$2.22M 0.59%
42,127
32
$2.19M 0.58%
25,940
33
$2.17M 0.57%
10,000
34
$2.12M 0.56%
15,014
-500
35
$2M 0.53%
31,737
+100
36
$1.98M 0.52%
9,768
-520
37
$1.69M 0.45%
32,432
38
$1.54M 0.41%
26,516
39
$1.53M 0.41%
17,900
40
$1.47M 0.39%
88,066
-800
41
$1.35M 0.36%
+52,800
42
$1.34M 0.36%
12,960
43
$1.34M 0.35%
3,594
44
$1.26M 0.34%
3,590
45
$1.19M 0.32%
3,640
46
$1.16M 0.31%
15,470
-400
47
$1.06M 0.28%
57,975
48
$1.03M 0.27%
20,000
49
$973K 0.26%
25,140
50
$934K 0.25%
9,060
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