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
$2.12B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.26M
3
+$4.26M
4
FROG icon
JFrog
FROG
+$3.03M
5
UL icon
Unilever
UL
+$2.83M

Top Sells

1
+$8.74M
2
+$8.46M
3
+$5.43M
4
GS icon
Goldman Sachs
GS
+$4.9M
5
UHAL icon
U-Haul Holding Co
UHAL
+$4.23M

Sector Composition

1 Healthcare 22.46%
2 Technology 14.52%
3 Financials 13.77%
4 Energy 11.96%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.5M 0.07%
17,493
+5,275
177
$1.48M 0.07%
16,328
178
$1.48M 0.07%
87,749
+8,943
179
$1.47M 0.07%
6,600
+498
180
$1.47M 0.07%
55,080
+3,793
181
$1.47M 0.07%
46,957
-10,616
182
$1.46M 0.07%
4,886
183
$1.44M 0.07%
10,189
-25
184
$1.44M 0.07%
23,100
185
$1.44M 0.07%
4,497
-449
186
$1.43M 0.07%
16,525
-20
187
$1.36M 0.06%
+43,518
188
$1.36M 0.06%
8,263
-61
189
$1.36M 0.06%
+17,486
190
$1.35M 0.06%
7,620
-50
191
$1.33M 0.06%
75,300
-2,000
192
$1.32M 0.06%
5,783
193
$1.32M 0.06%
5,143
194
$1.32M 0.06%
40,103
-825
195
$1.31M 0.06%
38,936
196
$1.31M 0.06%
45,363
+300
197
$1.3M 0.06%
26,875
-855
198
$1.27M 0.06%
25,934
-1,060
199
$1.26M 0.06%
14,282
-1,616
200
$1.26M 0.06%
42,633
-950
6 7
8
9 10