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
$221M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$390K
3
+$135K
4
MS icon
Morgan Stanley
MS
+$61K
5
HD icon
Home Depot
HD
+$33.1K

Top Sells

1
+$921K
2
+$452K
3
+$444K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$441K
5
JPM icon
JPMorgan Chase
JPM
+$435K

Sector Composition

1 Technology 32.34%
2 Industrials 18.2%
3 Healthcare 18.02%
4 Consumer Staples 9%
5 Energy 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.13%
3,000
-4,000
77
$243K 0.11%
12,650
78
$118K 0.05%
11,400
79
– –
-770
80
– –
-6,300
81
– –
-25,600
82
– –
-10,400
83
– –
-2,200
84
– –
-15,200
1 2 3
4