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
$344M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.31M
3
+$512K
4
CRWD icon
CrowdStrike
CRWD
+$268K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$1.19M
2
+$36.8K
3
+$15.9K
4
HHH icon
Howard Hughes
HHH
+$2.91K
5
BA icon
Boeing
BA
+$1.65K

Sector Composition

1 Technology 55.08%
2 Healthcare 14.1%
3 Industrials 10.25%
4 Consumer Staples 5.22%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.19%
62,975
52
$625K 0.18%
3,000
53
$580K 0.17%
16,662
-1
54
$569K 0.17%
23,640
+1,500
55
$551K 0.16%
12,775
56
$547K 0.16%
9,858
57
$512K 0.15%
+25,000
58
$469K 0.14%
6,520
59
$448K 0.13%
14,432
60
$436K 0.13%
28,023
61
$388K 0.11%
689
62
$353K 0.1%
1,186
63
$344K 0.1%
7,116
64
$342K 0.1%
8,979
65
$340K 0.1%
1,702
66
$297K 0.09%
1,700
67
$292K 0.09%
2,813
68
$268K 0.08%
+1,950
69
$259K 0.08%
4,500
70
$225K 0.07%
+16,600
1 2
3