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
$208M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$431K
3
+$219K
4
MDXG icon
MiMedx Group
MDXG
+$131K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$107K

Top Sells

1
+$1.21M
2
+$610K
3
+$478K
4
AAPL icon
Apple
AAPL
+$421K
5
ORCL icon
Oracle
ORCL
+$402K

Sector Composition

1 Technology 26.5%
2 Industrials 21.2%
3 Healthcare 17.14%
4 Consumer Staples 10.37%
5 Energy 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$912K 0.44%
40,675
-4,300
52
$866K 0.42%
33,400
-2,200
53
$850K 0.41%
4,800
54
$847K 0.41%
14,400
55
$844K 0.41%
7,900
56
$775K 0.37%
5,500
-300
57
$765K 0.37%
15,000
58
$754K 0.36%
16,200
59
$748K 0.36%
21,421
60
$717K 0.35%
11,600
-1,800
61
$705K 0.34%
5,650
62
$673K 0.32%
13,600
63
$657K 0.32%
7,200
-1,250
64
$632K 0.3%
40,605
-500
65
$629K 0.3%
12,090
-11,727
66
$618K 0.3%
5,200
67
$611K 0.29%
16,200
68
$578K 0.28%
7,700
69
$525K 0.25%
13,700
70
$512K 0.25%
9,500
71
$504K 0.24%
28,300
-1,500
72
$502K 0.24%
6,100
73
$492K 0.24%
15,700
+500
74
$475K 0.23%
4,594
75
$429K 0.21%
6,000
1 2
3
4