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
$394M
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$788K
3
+$150K
4
NVDA icon
NVIDIA
NVDA
+$69.6K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K

Top Sells

1
+$2.06M
2
+$761K
3
+$200K
4
DIS icon
Walt Disney
DIS
+$107K
5
CVS icon
CVS Health
CVS
+$76.8K

Sector Composition

1 Technology 61.43%
2 Healthcare 11.73%
3 Industrials 8.75%
4 Consumer Staples 4.62%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.51%
36,225
27
$2M 0.51%
28,166
-200
28
$1.82M 0.46%
17,900
29
$1.82M 0.46%
6,022
30
$1.79M 0.45%
12,000
31
$1.78M 0.45%
3,540
32
$1.7M 0.43%
9,749
33
$1.63M 0.41%
2,890
34
$1.56M 0.4%
26,938
-100
35
$1.46M 0.37%
11,060
36
$1.18M 0.3%
3,640
37
$1.08M 0.27%
11,550
38
$1.02M 0.26%
7,820
39
$973K 0.25%
5,770
40
$919K 0.23%
10,600
41
$820K 0.21%
3,000
42
$812K 0.21%
+1,890
43
$793K 0.2%
3,815
44
$789K 0.2%
11,300
-1,100
45
$788K 0.2%
+39,219
46
$780K 0.2%
14,570
+2,800
47
$750K 0.19%
1,755
+94
48
$688K 0.17%
25,130
49
$622K 0.16%
7,616
50
$614K 0.16%
1,380
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