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
$2.07B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$5.48M
4
PAAS icon
Pan American Silver
PAAS
+$4.02M
5
TMUS icon
T-Mobile US
TMUS
+$2.6M

Top Sells

1
+$7M
2
+$2.27M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.43M

Sector Composition

1 Healthcare 20.42%
2 Energy 16.73%
3 Technology 14.38%
4 Financials 12.3%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.93M 0.24%
12,547
-30
77
$4.83M 0.23%
130,035
-666
78
$4.49M 0.22%
62,784
-426
79
$4.42M 0.21%
63,939
+1,902
80
$4.2M 0.2%
72,924
+6,098
81
$4.1M 0.2%
149,502
+75,117
82
$4M 0.19%
109,960
-1,143
83
$3.92M 0.19%
8,351
-3,303
84
$3.89M 0.19%
22,431
-70
85
$3.88M 0.19%
17,672
+68
86
$3.8M 0.18%
43,840
-3,000
87
$3.79M 0.18%
8,875
+226
88
$3.73M 0.18%
122,827
-10,729
89
$3.72M 0.18%
60,215
90
$3.7M 0.18%
41,407
-78,435
91
$3.63M 0.17%
11,913
92
$3.55M 0.17%
23,192
+2,940
93
$3.52M 0.17%
15,781
+3,954
94
$3.52M 0.17%
67,080
+102
95
$3.5M 0.17%
15,761
96
$3.5M 0.17%
70,323
-340
97
$3.42M 0.16%
214,895
+13,381
98
$3.35M 0.16%
33,214
+1,883
99
$3.34M 0.16%
8,572
-386
100
$3.2M 0.15%
35,430
-10
2 3
4
5 6