ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
1-Year Return
59.04%
This Quarter Return
+3.81%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$1.83B
AUM Growth
-$34.2M
(-1.8%)
Cap. Flow
-$63M
Cap. Flow
% of AUM
-3.44%
Top 10 Holdings %
Top 10 Hldgs %
36.55%
Holding
418
New
21
Increased
125
Reduced
137
Closed
62
Top Buys
| 1 |
GE Aerospace
GE
|
+$10.8M |
| 2 |
Delta Air Lines
DAL
|
+$8.65M |
| 3 |
JPMorgan Chase
JPM
|
+$8.17M |
| 4 |
Citigroup
C
|
+$6.98M |
| 5 |
Emerson Electric
EMR
|
+$6.86M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$36.7M |
| 2 |
Apple
AAPL
|
+$27.3M |
| 3 |
Abbott
ABT
|
+$10.8M |
| 4 |
Truist Financial
TFC
|
+$7.78M |
| 5 |
Corcept Therapeutics
CORT
|
+$6.26M |
Sector Composition
| 1 | Energy | 21.51% |
| 2 | Healthcare | 18.77% |
| 3 | Industrials | 12.98% |
| 4 | Financials | 8.97% |
| 5 | Consumer Staples | 8.45% |
