ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
1-Year Return
59.04%
This Quarter Return
+1.58%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$2.07B
AUM Growth
-$2.92M
(-0.14%)
Cap. Flow
-$12.6M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
40.96%
Holding
438
New
21
Increased
107
Reduced
198
Closed
21
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$11.8M |
| 2 |
Kenvue
KVUE
|
$8.48M |
| 3 |
Pan American Silver
PAAS
|
$6.62M |
| 4 |
Intel
INTC
|
$6.33M |
| 5 |
Expedia Group
EXPE
|
$2.83M |
Top Sells
| 1 |
Allison Transmission
ALSN
|
$6.08M |
| 2 |
Verizon
VZ
|
$4.72M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$3.5M |
| 4 |
Hexcel
HXL
|
$2.7M |
| 5 |
Johnson & Johnson
JNJ
|
$2.5M |
Sector Composition
| 1 | Healthcare | 21.14% |
| 2 | Energy | 18.71% |
| 3 | Technology | 13.77% |
| 4 | Financials | 12.16% |
| 5 | Industrials | 8.42% |
