ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
1-Year Return
59.04%
This Quarter Return
+7.58%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$1.86B
AUM Growth
+$48.5M
(+2.7%)
Cap. Flow
-$49.3M
Cap. Flow
% of AUM
-2.65%
Top 10 Holdings %
Top 10 Hldgs %
36.37%
Holding
420
New
25
Increased
120
Reduced
153
Closed
22
Top Buys
| 1 |
General Motors
GM
|
$8.93M |
| 2 |
Canadian Natural Resources
CNQ
|
$6.14M |
| 3 |
USAS
Americas Gold and Silver
USAS
|
$5.55M |
| 4 |
PayPal
PYPL
|
$3.66M |
| 5 |
Wayfair
W
|
$3.6M |
Top Sells
| 1 |
Bank of America
BAC
|
$19.6M |
| 2 |
JPMorgan Chase
JPM
|
$16.8M |
| 3 |
Deere & Co
DE
|
$8.14M |
| 4 |
Goldman Sachs
GS
|
$7.94M |
| 5 |
ConocoPhillips
COP
|
$6.36M |
Sector Composition
| 1 | Energy | 22.98% |
| 2 | Healthcare | 16.97% |
| 3 | Industrials | 11.73% |
| 4 | Financials | 9.73% |
| 5 | Consumer Staples | 8.18% |
