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
$1.77B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$8.81M
2 +$7.49M
3 +$6.01M
4
GM icon
General Motors
GM
+$5.13M
5
CNQ icon
Canadian Natural Resources
CNQ
+$4.76M

Top Sells

1 +$6.54M
2 +$6.12M
3 +$5.37M
4
PEP icon
PepsiCo
PEP
+$4.83M
5
IBM icon
IBM
IBM
+$4.18M

Sector Composition

1 Energy 24.64%
2 Healthcare 14.56%
3 Industrials 12.82%
4 Financials 10.63%
5 Technology 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-1,325