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
$3.03B
AUM Growth
+$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.58M
3
+$8.55M
4
UBER icon
Uber
UBER
+$6.69M
5
TTE icon
TotalEnergies
TTE
+$4.11M

Top Sells

1
+$40.8M
2
+$9.95M
3
+$8.36M
4
ALTM
Arcadium Lithium plc
ALTM
+$5.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4M

Sector Composition

1 Healthcare 36.97%
2 Energy 11.8%
3 Technology 11.49%
4 Financials 10.98%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.95M 0.2%
136,454
-16,260
77
$5.78M 0.19%
9,502
+891
78
$5.71M 0.19%
6,920
+48
79
$5.7M 0.19%
182,885
-3,018
80
$5.66M 0.19%
464,680
+163,280
81
$5.64M 0.19%
64,296
-267
82
$5.56M 0.18%
73,217
+398
83
$5.39M 0.18%
10,296
+1,626
84
$4.98M 0.16%
20,572
-480
85
$4.97M 0.16%
60,827
-2,048
86
$4.95M 0.16%
16,198
-82
87
$4.88M 0.16%
15,660
88
$4.78M 0.16%
27,260
+2,685
89
$4.74M 0.16%
472,848
-2,238
90
$4.7M 0.15%
76,181
-2,225
91
$4.68M 0.15%
66,066
-120
92
$4.63M 0.15%
46,612
-75
93
$4.6M 0.15%
19,871
-115
94
$4.55M 0.15%
102,657
-1,851
95
$4.46M 0.15%
60,642
-973
96
$4.45M 0.15%
62,155
-4,668
97
$4.36M 0.14%
152,736
-18,298
98
$4.28M 0.14%
11,497
99
$4.26M 0.14%
17,118
-1,735
100
$4.07M 0.13%
209,237
+132,684
2 3
4
5 6