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
151
$1.99M 0.07%
18,026
-150
152
$1.96M 0.06%
19,885
-460
153
$1.94M 0.06%
21,611
+113
154
$1.92M 0.06%
7,169
-186
155
$1.9M 0.06%
218,302
-3,213
156
$1.89M 0.06%
4,031
+505
157
$1.86M 0.06%
7,358
-105
158
$1.81M 0.06%
5,495
+150
159
$1.81M 0.06%
9,900
160
$1.75M 0.06%
35,222
+175
161
$1.74M 0.06%
5,847
-593
162
$1.73M 0.06%
29,857
163
$1.72M 0.06%
20,519
+268
164
$1.68M 0.06%
156,802
-30,084
165
$1.65M 0.05%
51,473
-3,700
166
$1.63M 0.05%
4,392
167
$1.63M 0.05%
105,404
+2,375
168
$1.61M 0.05%
3,324
+334
169
$1.6M 0.05%
18,416
-950
170
$1.55M 0.05%
10,905
-310
171
$1.54M 0.05%
68,887
+200
172
$1.54M 0.05%
12,866
+250
173
$1.53M 0.05%
29,316
-190
174
$1.53M 0.05%
41,472
+6,908
175
$1.53M 0.05%
14,567
-237
5 6
7
8 9