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
126
$2.23M 0.11%
9,002
-115
127
$2.18M 0.1%
11,240
+174
128
$2.16M 0.1%
47,345
-225
129
$2.14M 0.1%
214,273
+6,206
130
$2.14M 0.1%
24,246
+650
131
$2.12M 0.1%
10,023
-356
132
$2.1M 0.1%
10,710
133
$2.08M 0.1%
75,171
-28,049
134
$2.08M 0.1%
40,948
135
$2.07M 0.1%
46,079
-503
136
$2.03M 0.1%
45,343
+38,868
137
$2.01M 0.1%
75,328
-1,531
138
$1.98M 0.1%
64,583
+275
139
$1.98M 0.09%
25,834
+1,510
140
$1.93M 0.09%
34,535
141
$1.93M 0.09%
45,161
142
$1.93M 0.09%
220,824
-1,430
143
$1.9M 0.09%
44,830
+256
144
$1.85M 0.09%
21,999
-573
145
$1.78M 0.09%
12,920
+110
146
$1.77M 0.08%
19,566
-520
147
$1.77M 0.08%
22,941
148
$1.71M 0.08%
284,150
+78,350
149
$1.7M 0.08%
25,491
-375
150
$1.7M 0.08%
4,886
4 5
6
7 8