ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
1-Year Return
59.04%
This Quarter Return
+11.96%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$1.67B
AUM Growth
+$103M
(+6.5%)
Cap. Flow
-$54.6M
Cap. Flow
% of AUM
-3.27%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
374
New
19
Increased
79
Reduced
160
Closed
33
Top Buys
| 1 |
Deere & Co
DE
|
$10.3M |
| 2 |
JPMorgan Chase
JPM
|
$5.54M |
| 3 |
Oracle
ORCL
|
$3.76M |
| 4 |
KBR
KBR
|
$3.57M |
| 5 |
GG
Goldcorp Inc
GG
|
$3.26M |
Top Sells
| 1 |
Hexcel
HXL
|
$13.2M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$9.23M |
| 3 |
Microsoft
MSFT
|
$7.77M |
| 4 |
Gran Tierra Energy
GTE
|
$6.8M |
| 5 |
HP
HPQ
|
$6.64M |
Sector Composition
| 1 | Energy | 30.37% |
| 2 | Industrials | 13.21% |
| 3 | Healthcare | 9.95% |
| 4 | Technology | 9.13% |
| 5 | Consumer Staples | 7.32% |
