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
$2.07B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$5.48M
4
PAAS icon
Pan American Silver
PAAS
+$4.02M
5
TMUS icon
T-Mobile US
TMUS
+$2.6M

Top Sells

1
+$7M
2
+$2.27M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.43M

Sector Composition

1 Healthcare 20.42%
2 Energy 16.73%
3 Technology 14.38%
4 Financials 12.3%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$322K 0.02%
3,035
-250
327
$318K 0.02%
38,500
328
$315K 0.02%
4,159
+56
329
$312K 0.01%
1,287
330
$311K 0.01%
7,219
-1,136
331
$310K 0.01%
5,412
-533
332
$306K 0.01%
665
333
$304K 0.01%
+1,481
334
$301K 0.01%
1,008
+167
335
$300K 0.01%
2,005
336
$300K 0.01%
2,090
-1,136
337
$299K 0.01%
4,773
-100
338
$297K 0.01%
5,575
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339
$294K 0.01%
2,624
340
$293K 0.01%
+9,740
341
$288K 0.01%
6,660
342
$285K 0.01%
1,377
343
$282K 0.01%
9,397
344
$277K 0.01%
3,311
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345
$274K 0.01%
2,484
-3
346
$269K 0.01%
5,705
347
$268K 0.01%
1,101
348
$266K 0.01%
530
+50
349
$263K 0.01%
3,541
350
$260K 0.01%
2,103
12 13
14
15 16