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
$3.03B
AUM Growth
+$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.58M
3
+$8.55M
4
UBER icon
Uber
UBER
+$6.69M
5
TTE icon
TotalEnergies
TTE
+$4.11M

Top Sells

1
+$40.8M
2
+$9.95M
3
+$8.36M
4
ALTM
Arcadium Lithium plc
ALTM
+$5.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4M

Sector Composition

1 Healthcare 36.97%
2 Energy 11.8%
3 Technology 11.49%
4 Financials 10.98%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$229K 0.01%
+5,203
377
$225K 0.01%
535
+5
378
$223K 0.01%
+6,000
379
$222K 0.01%
+8,760
380
$219K 0.01%
1,149
381
$217K 0.01%
2,887
+14
382
$216K 0.01%
2,623
383
$215K 0.01%
+420
384
$213K 0.01%
2,947
+109
385
$212K 0.01%
48,174
386
$209K 0.01%
2,163
387
$206K 0.01%
+1,871
388
$206K 0.01%
5,557
-22
389
$204K 0.01%
+3,293
390
$203K 0.01%
4,000
391
$203K 0.01%
648
392
$203K 0.01%
1,640
393
$201K 0.01%
+5,375
394
$201K 0.01%
20,268
395
$198K 0.01%
32,500
396
$196K 0.01%
87,636
397
$193K 0.01%
52,000
-5,000
398
$176K 0.01%
51,849
399
$168K 0.01%
11,416
400
$168K 0.01%
20,000
14 15
16
17 18