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
$344M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.31M
3
+$512K
4
CRWD icon
CrowdStrike
CRWD
+$268K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$1.19M
2
+$36.8K
3
+$15.9K
4
HHH icon
Howard Hughes
HHH
+$2.91K
5
BA icon
Boeing
BA
+$1.65K

Sector Composition

1 Technology 55.08%
2 Healthcare 14.1%
3 Industrials 10.25%
4 Consumer Staples 5.22%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 47.98%
1,423,182
-318
2
$13M 3.78%
61,796
3
$12.1M 3.51%
81,015
-1
4
$8.54M 2.49%
61,450
5
$8.43M 2.45%
43,067
6
$8M 2.33%
31,471
7
$7.53M 2.19%
60,000
8
$7.34M 2.14%
44,590
9
$6.34M 1.84%
51,071
10
$5.89M 1.72%
61,199
11
$5.39M 1.57%
32,627
-10
12
$5.1M 1.49%
46,900
13
$4.55M 1.32%
27,311
14
$4.53M 1.32%
38,500
-135
15
$4.44M 1.29%
20,218
16
$4.42M 1.29%
50,468
17
$3.77M 1.1%
17,600
18
$3.6M 1.05%
26,850
19
$3.55M 1.03%
16,682
20
$3.21M 0.94%
49,000
21
$2.99M 0.87%
21,546
22
$2.57M 0.75%
33,266
23
$2.55M 0.74%
9,198
24
$2.45M 0.71%
22,600
25
$2.43M 0.71%
12,340
1
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