ISL

Ingalls & Snyder LLC Portfolio holdings

AUM $3.05B
1-Year Est. Return 56.92%
This Quarter Est. Return
1 Year Est. Return
+56.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.58M
3
+$8.55M
4
UBER icon
Uber
UBER
+$6.69M
5
TTE icon
TotalEnergies
TTE
+$4.11M

Top Sells

1
+$40.8M
2
+$9.95M
3
+$8.36M
4
ALTM
Arcadium Lithium plc
ALTM
+$5.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4M

Sector Composition

1 Healthcare 36.97%
2 Energy 11.8%
3 Technology 11.49%
4 Financials 10.98%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$884K 0.03%
15,945
-500
227
$877K 0.03%
181,900
+5,000
228
$873K 0.03%
13,419
-78
229
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11,248
230
$843K 0.03%
2,135,125
231
$824K 0.03%
11,238
-135
232
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24,850
+1,650
233
$810K 0.03%
4,017
-51
234
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235
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236
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239
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240
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241
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242
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244
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245
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246
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247
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15,198
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248
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74,850
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249
$693K 0.02%
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-60
250
$668K 0.02%
8,292
-519
8 9
10
11 12