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
$2.2B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.26M
3
+$2.78M
4
HD icon
Home Depot
HD
+$2.71M
5
ILMN icon
Illumina
ILMN
+$2.35M

Top Sells

1
+$5.64M
2
+$4.11M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$3.34M
5
MSFT icon
Microsoft
MSFT
+$3.06M

Sector Composition

1 Healthcare 21.73%
2 Energy 16.73%
3 Technology 14.36%
4 Financials 12.52%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$255K 0.01%
+5,303
352
$254K 0.01%
5,705
353
$242K 0.01%
+1,149
354
$240K 0.01%
+1,633
355
$238K 0.01%
+1,698
356
$234K 0.01%
7,646
357
$233K 0.01%
3,037
358
$233K 0.01%
1,960
-100
359
$231K 0.01%
+4,556
360
$229K 0.01%
4,775
-590
361
$229K 0.01%
+1,339
362
$229K 0.01%
+1,500
363
$227K 0.01%
+443
364
$227K 0.01%
1,747
365
$227K 0.01%
4,821
366
$220K 0.01%
3,325
367
$220K 0.01%
5,450
-1
368
$220K 0.01%
1,680
369
$217K 0.01%
6,051
-154
370
$215K 0.01%
2,941
-600
371
$214K 0.01%
3,393
372
$214K 0.01%
+1,874
373
$212K 0.01%
11,745
+1,000
374
$211K 0.01%
+1,737
375
$211K 0.01%
+680
13 14
15
16 17