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
351
$255K 0.01%
3,785
352
$254K 0.01%
7,206
-1,000
353
$254K 0.01%
13,050
354
$250K 0.01%
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355
$249K 0.01%
5,700
356
$244K 0.01%
6,879
+21
357
$242K 0.01%
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-607
358
$242K 0.01%
7,896
359
$241K 0.01%
6,258
-250
360
$241K 0.01%
2,631
-521
361
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+1,639
362
$238K 0.01%
2,310
363
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+1,500
364
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1,680
365
$230K 0.01%
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366
$224K 0.01%
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367
$223K 0.01%
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368
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369
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4,873
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370
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371
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-250
372
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+3,063
373
$211K 0.01%
+1,874
374
$208K 0.01%
4,100
375
$206K 0.01%
+5,320