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
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$431K
3
+$219K
4
MDXG icon
MiMedx Group
MDXG
+$131K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$107K

Top Sells

1
+$1.21M
2
+$610K
3
+$478K
4
AAPL icon
Apple
AAPL
+$421K
5
ORCL icon
Oracle
ORCL
+$402K

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
1
$35.8M 17.26%
1,787,996
-21,000
2
$9.61M 4.63%
104,922
-300
3
$8.57M 4.13%
84,725
-667
4
$8.23M 3.97%
101,126
5
$5.91M 2.85%
59,100
-550
6
$5.54M 2.67%
30,886
+2,406
7
$5.04M 2.43%
57,821
-105
8
$5M 2.41%
36,670
-100
9
$4.71M 2.27%
40,198
+299
10
$4.38M 2.11%
48,612
11
$4.36M 2.1%
74,640
-50
12
$4.18M 2.01%
31,119
+1,627
13
$4.11M 1.98%
58,600
14
$4.04M 1.95%
38,450
-4,550
15
$3.92M 1.89%
51,350
16
$3.78M 1.82%
50,900
-600
17
$3.78M 1.82%
91,496
-3,250
18
$3.31M 1.6%
50,828
-300
19
$3.25M 1.57%
28,500
20
$3.23M 1.56%
61,250
21
$3.05M 1.47%
80,636
22
$3.03M 1.46%
57,100
23
$2.75M 1.33%
70,000
24
$2.74M 1.32%
28,200
+350
25
$2.55M 1.23%
22,270
1
2 3 4