ISL

Ingalls & Snyder LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 58.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.4M
3
+$6.82M
4
STM icon
STMicroelectronics
STM
+$6.06M
5
UBER icon
Uber
UBER
+$4.7M

Top Sells

1
+$8.32M
2
+$3.15M
3
+$2.79M
4
UNH icon
UnitedHealth
UNH
+$2.77M
5
WBA
Walgreens Boots Alliance
WBA
+$2.76M

Sector Composition

1 Healthcare 27.45%
2 Technology 14.09%
3 Energy 12.4%
4 Financials 12.28%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$255K 0.01%
+16,200
377
$253K 0.01%
+5,602
378
$253K 0.01%
5,644
379
$253K 0.01%
20,268
380
$246K 0.01%
+1,709
381
$244K 0.01%
+558
382
$243K 0.01%
6,621
+50
383
$241K 0.01%
+21,015
384
$240K 0.01%
1,783
385
$240K 0.01%
1,394
-157
386
$238K 0.01%
2,163
387
$237K 0.01%
1,600
388
$233K 0.01%
1,354
-745
389
$233K 0.01%
435
-100
390
$232K 0.01%
+1,198
391
$231K 0.01%
16,678
+5,262
392
$231K 0.01%
2,000
393
$229K 0.01%
3,906
-100
394
$228K 0.01%
8,760
395
$225K 0.01%
1,149
396
$223K 0.01%
5,375
397
$222K 0.01%
+5,450
398
$221K 0.01%
+1,334
399
$221K 0.01%
+2,150
400
$219K 0.01%
2,887
14 15
16
17 18