ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
This Quarter Return
-21.99%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$1.47B
AUM Growth
+$1.47B
(-20%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
11.47%
Top 10 Holdings %
Top 10 Hldgs %
31.92%
Holding
442
New
56
Increased
57
Reduced
212
Closed
48
Top Buys
| 1 |
Apple
AAPL
|
$53.9M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$48.3M |
| 3 |
Abbott
ABT
|
$16.1M |
| 4 |
Bank of America
BAC
|
$15M |
| 5 |
Globe Life
GL
|
$12M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$3.52M |
| 2 |
Oracle
ORCL
|
$3.15M |
| 3 |
Cimpress
CMPR
|
$2.33M |
| 4 |
Simon Property Group
SPG
|
$2.25M |
| 5 |
Copart
CPRT
|
$2.15M |
Sector Composition
| 1 | Healthcare | 22.74% |
| 2 | Technology | 14.17% |
| 3 | Financials | 14% |
| 4 | Energy | 9.78% |
| 5 | Industrials | 8.26% |
