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
$493M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$214K
3
+$192K

Top Sells

1
+$979K
2
+$122K
3
+$117K
4
HHH icon
Howard Hughes
HHH
+$110K
5
BAX icon
Baxter International
BAX
+$75.9K

Sector Composition

1 Technology 63.73%
2 Healthcare 10.76%
3 Industrials 7.9%
4 Financials 5.35%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.58%
11,640
27
$2.6M 0.53%
36,225
28
$2.56M 0.52%
2,890
29
$2.43M 0.49%
6,002
30
$2.32M 0.47%
9,749
31
$2.25M 0.46%
29,012
-1,422
32
$2.06M 0.42%
17,900
33
$1.83M 0.37%
10,960
34
$1.8M 0.37%
3,640
35
$1.76M 0.36%
3,015
-200
36
$1.45M 0.29%
11,900
37
$1.39M 0.28%
26,938
38
$1.3M 0.26%
7,820
39
$1.21M 0.25%
2,103
-40
40
$1.2M 0.24%
2,089
+334
41
$1.08M 0.22%
3,000
42
$1.08M 0.22%
1,330
43
$1.07M 0.22%
10,100
44
$1.03M 0.21%
3,800
45
$987K 0.2%
24,880
46
$912K 0.18%
6,190
47
$907K 0.18%
39,219
48
$858K 0.17%
14,420
49
$799K 0.16%
4,239
50
$785K 0.16%
82,625
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