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
$1.89B
AUM Growth
-$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$7.6M
2 +$7.03M
3 +$3.63M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M
5
SRG
Seritage Growth Properties
SRG
+$2.75M

Top Sells

1 +$6.33M
2 +$5.99M
3 +$5.66M
4
GG
Goldcorp Inc
GG
+$4.62M
5
WMB icon
Williams Companies
WMB
+$3.91M

Sector Composition

1 Healthcare 18.81%
2 Energy 17.08%
3 Financials 12.72%
4 Industrials 11.44%
5 Technology 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4,666
402
-20,655
403
-556
404
-1,783
405
-3,865
406
-22,000
407
-8,560
408
-1,571
409
-4,022
410
-5,600
411
0
412
-13,353
413
-4,819
414
-1,325
415
-1,857
416
-615
417
-3,625
418
-7,000
419
-505
420
-20,612
421
-2,359
422
-10,772
423
-2,092
424
-17,707
425
-1,169