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
$1.83B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$4.47M
3 +$1.62M
4
CSCO icon
Cisco
CSCO
+$1.54M
5
SPG icon
Simon Property Group
SPG
+$1.06M

Top Sells

1 +$59.2M
2 +$55.1M
3 +$21.4M
4
ABT icon
Abbott
ABT
+$16.5M
5
GL icon
Globe Life
GL
+$16M

Sector Composition

1 Healthcare 19.6%
2 Energy 16.6%
3 Industrials 10.88%
4 Financials 10.78%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
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402
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403
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404
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405
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406
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407
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409
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410
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411
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412
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414
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415
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416
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417
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418
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419
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420
0
421
-1,479
422
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424
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425
-16,000