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
$407M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$258K
3
+$227K
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$214K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$122K

Top Sells

1
+$2.17M
2
+$1.9M
3
+$298K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$55.6K
5
GE icon
GE Aerospace
GE
+$32.3K

Sector Composition

1 Technology 52.98%
2 Healthcare 13.5%
3 Industrials 11.47%
4 Consumer Discretionary 5.26%
5 Financials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.67%
33,366
+100
27
$2.68M 0.66%
13,815
28
$2.58M 0.63%
8,098
29
$2.58M 0.63%
11,740
30
$2.48M 0.61%
15,014
31
$2.43M 0.6%
10,700
32
$2.28M 0.56%
42,127
33
$2.12M 0.52%
31,775
+38
34
$2.11M 0.52%
9,768
35
$2.09M 0.51%
25,940
36
$1.76M 0.43%
32,432
37
$1.63M 0.4%
17,900
38
$1.62M 0.4%
12,960
39
$1.62M 0.4%
89,016
+950
40
$1.49M 0.37%
26,516
41
$1.44M 0.35%
3,594
42
$1.42M 0.35%
3,590
43
$1.38M 0.34%
3,640
44
$1.35M 0.33%
57,300
+4,500
45
$1.35M 0.33%
57,675
-300
46
$1.29M 0.32%
15,470
47
$1.23M 0.3%
10,060
+1,000
48
$1.09M 0.27%
20,500
+500
49
$1.04M 0.26%
25,140
50
$904K 0.22%
12,775
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