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III

Independent Investors Inc Portfolio holdings

AUM $504M
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$504M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$206K

Top Sells

1
+$3.1M
2
+$303K
3
+$241K
4
PG icon
Procter & Gamble
PG
+$229K
5
PEP icon
PepsiCo
PEP
+$195K

Sector Composition

1 Technology 62.02%
2 Healthcare 11.01%
3 Industrials 8.64%
4 Financials 6.55%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$387B
$698K 0.14%
2,580
-265
KVUE icon
52
Kenvue
KVUE
$37.1B
$659K 0.13%
38,249
-970
UBER icon
53
Uber
UBER
$148B
$650K 0.13%
9,040
-75
KMI icon
54
Kinder Morgan
KMI
$70.6B
$624K 0.12%
18,616
-500
CSCO icon
55
Cisco
CSCO
$461B
$611K 0.12%
7,870
-400
IBM icon
56
IBM
IBM
$269B
$570K 0.11%
2,350
AMZN icon
57
Amazon
AMZN
$2.6T
$513K 0.1%
2,465
-305
JEPQ icon
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.6B
$506K 0.1%
9,120
CRWD icon
59
CrowdStrike
CRWD
$197B
$496K 0.1%
1,270
-50
ETN icon
60
Eaton
ETN
$160B
$429K 0.09%
1,200
PCT icon
61
PureCycle Technologies
PCT
$1.61B
$418K 0.08%
80,567
-300
V icon
62
Visa
V
$668B
$417K 0.08%
1,380
PFE icon
63
Pfizer
PFE
$136B
$344K 0.07%
12,250
MRK icon
64
Merck
MRK
$310B
$301K 0.06%
2,500
IJK icon
65
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$282K 0.06%
2,800
SLB icon
66
SLB Ltd
SLB
$67.4B
$227K 0.05%
+4,425
QQQ icon
67
Invesco QQQ Trust
QQQ
$489B
$221K 0.04%
383
APD icon
68
Air Products & Chemicals
APD
$68.2B
$217K 0.04%
+746
INDA icon
69
iShares MSCI India ETF
INDA
$6.87B
$216K 0.04%
4,620
-1,000
METV icon
70
Roundhill Ball Metaverse ETF
METV
$218M
$159K 0.03%
10,000
BLK icon
71
Blackrock
BLK
$152B
– –
-225
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