ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
1-Year Return
59.04%
This Quarter Return
+5.36%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$1.68B
AUM Growth
+$105M
(+6.6%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
33.05%
Holding
430
New
63
Increased
99
Reduced
165
Closed
20
Top Buys
| 1 |
Goldman Sachs
GS
|
$12.4M |
| 2 |
Ford
F
|
$5.82M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$5.42M |
| 4 |
EXCU
Exelon Corporation
EXCU
|
$4.42M |
| 5 |
Omeros
OMER
|
$3.68M |
Top Sells
| 1 |
GTY
Getty Realty Corp
GTY
|
$8.64M |
| 2 |
Freeport-McMoran
FCX
|
$4.59M |
| 3 |
GG
Goldcorp Inc
GG
|
$3.99M |
| 4 |
Cisco
CSCO
|
$3.8M |
| 5 |
Chevron
CVX
|
$3.39M |
Sector Composition
| 1 | Energy | 22.87% |
| 2 | Healthcare | 14.6% |
| 3 | Industrials | 12.92% |
| 4 | Financials | 10.18% |
| 5 | Consumer Staples | 8.59% |
