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
$2.16B
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$6.37M
2 +$3.85M
3 +$3.47M
4
CTRA icon
Coterra Energy
CTRA
+$3.32M
5
TECK icon
Teck Resources
TECK
+$2.88M

Top Sells

1 +$5.31M
2 +$4.18M
3 +$3.74M
4
CSCO icon
Cisco
CSCO
+$3.64M
5
AAPL icon
Apple
AAPL
+$3.38M

Sector Composition

1 Healthcare 19.31%
2 Technology 15.78%
3 Financials 13.78%
4 Energy 13.49%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-100,142