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
401
$158K 0.01%
28,650
402
$154K 0.01%
+10,000
403
$149K ﹤0.01%
+25,110
404
$149K ﹤0.01%
21,718
405
$146K ﹤0.01%
28,350
+6,200
406
$143K ﹤0.01%
10,474
407
$133K ﹤0.01%
14,238
408
$127K ﹤0.01%
19,414
409
$119K ﹤0.01%
+10,006
410
$110K ﹤0.01%
20,000
411
$109K ﹤0.01%
+10,445
412
$80K ﹤0.01%
13,441
+1,367
413
$68K ﹤0.01%
25,200
414
$68K ﹤0.01%
+21,000
415
$56K ﹤0.01%
+36,676
416
$54K ﹤0.01%
91,480
417
$54K ﹤0.01%
25,200
418
$41K ﹤0.01%
715
419
$38K ﹤0.01%
13,000
-1,500
420
$36K ﹤0.01%
22,357
-8,053
421
$35K ﹤0.01%
500
422
$34K ﹤0.01%
20,000
423
$31K ﹤0.01%
8,796
424
$25K ﹤0.01%
11,415
-2,000
425
$22K ﹤0.01%
10,100
14 15 16
17
18