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

Top Buys

1
+$6.9M
2
+$6.31M
3
+$3.39M
4
AAPL icon
Apple
AAPL
+$2.96M
5
ALSN icon
Allison Transmission
ALSN
+$2.59M

Top Sells

1
+$6.51M
2
+$5.16M
3
+$5.12M
4
GG
Goldcorp Inc
GG
+$4.62M
5
WMB icon
Williams Companies
WMB
+$3.44M

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
426
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-4,097
427
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428
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-13,000
429
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-11,497
430
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-10,000
431
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-4,425
432
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-3,625
433
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-7,000
434
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-505
435
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-20,612
436
– –
-2,359
437
– –
-5,600
14 15 16 17
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