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

Top Buys

1 +$5.32M
2 +$4.21M
3 +$3.76M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
TECK icon
Teck Resources
TECK
+$3.13M

Top Sells

1 +$5.14M
2 +$4.18M
3 +$3.74M
4
CSCO icon
Cisco
CSCO
+$3.53M
5
AAPL icon
Apple
AAPL
+$3.25M

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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-3,066