III

Independent Investors Inc Portfolio holdings

AUM $538M
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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
+$849K
2
+$415K
3
+$205K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$104K
5
COP icon
ConocoPhillips
COP
+$93.3K

Top Sells

1
+$1.21M
2
+$581K
3
+$448K
4
AAPL icon
Apple
AAPL
+$397K
5
TWX
Time Warner Inc
TWX
+$381K

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
76
$416K 0.2%
1,315
77
$361K 0.17%
6,000
78
$331K 0.16%
10,400
79
$301K 0.15%
12,000
80
$225K 0.11%
6,800
81
$223K 0.11%
2,600
82
$131K 0.06%
+15,000
83
– –
-5,250
84
– –
-10,600
85
– –
-5,200
86
– –
-23,647
87
– –
-6,049
88
– –
-8,350
89
– –
-5,175
1 2 3
4