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
+$469K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$601K
2
+$399K
3
+$304K
4
SPNT icon
SiriusPoint
SPNT
+$255K
5
BA icon
Boeing
BA
+$138K

Top Sells

1
+$604K
2
+$532K
3
+$424K
4
MCD icon
McDonald's
MCD
+$142K
5
BLK icon
Blackrock
BLK
+$125K

Sector Composition

1 Technology 26.21%
2 Industrials 20.52%
3 Healthcare 17.9%
4 Consumer Staples 10.06%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.2%
15,200
+3,200
77
$415K 0.2%
6,000
78
$399K 0.19%
+12,650
79
$378K 0.18%
16,900
-23,775
80
$315K 0.15%
10,400
81
$304K 0.15%
+4,300
82
$287K 0.14%
915
-400
83
$255K 0.12%
+16,100
84
$235K 0.11%
6,800
85
$215K 0.1%
2,600
86
$91K 0.04%
15,000
1 2 3
4