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
51
$780K 0.16%
7,483
52
$520K 0.11%
2,350
53
$502K 0.1%
22,716
54
$403K 0.08%
1,215
55
$385K 0.08%
13,290
56
$379K 0.08%
1,380
57
$297K 0.06%
996
58
$293K 0.06%
5,500
59
$284K 0.06%
2,500
60
$266K 0.05%
950
61
$263K 0.05%
4,500
62
$262K 0.05%
+1,027
63
$257K 0.05%
2,800
64
$243K 0.05%
3,300
65
$233K 0.05%
8,575
66
$214K 0.04%
5,635
-2,000
67
$214K 0.04%
+225
68
$202K 0.04%
4,823
-400
69
$135K 0.03%
10,000
1 2
3