ISL
Ingalls & Snyder LLC Portfolio holdings
AUM
$2.81B
1-Year Return
59.04%
This Quarter Return
+37.92%
1 Year Return
+59.04%
3 Year Return
+136.26%
5 Year Return
+243.92%
10 Year Return
+513.42%
AUM
$3.03B
AUM Growth
+$488M
(+19%)
Cap. Flow
-$29.5M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
51.29%
Holding
453
New
24
Increased
113
Reduced
197
Closed
17
Top Buys
| 1 |
Mondelez International
MDLZ
|
$10M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$8.58M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$8.55M |
| 4 |
Uber
UBER
|
$6.69M |
| 5 |
TotalEnergies
TTE
|
$4.11M |
Top Sells
| 1 |
Corcept Therapeutics
CORT
|
$40.8M |
| 2 |
Goldman Sachs
GS
|
$9.95M |
| 3 |
eBay
EBAY
|
$8.36M |
| 4 |
ALTM
Arcadium Lithium plc
ALTM
|
$5.15M |
| 5 |
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 | 6.38% |
