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
176
$1.51M 0.05%
8,430
-100
177
$1.51M 0.05%
40,410
-10
178
$1.49M 0.05%
15,721
-67
179
$1.49M 0.05%
4,866
+273
180
$1.47M 0.05%
6,034
-303
181
$1.45M 0.05%
12,525
182
$1.45M 0.05%
24,308
-298
183
$1.44M 0.05%
27,760
+373
184
$1.43M 0.05%
17,066
-200
185
$1.43M 0.05%
13,144
-88
186
$1.42M 0.05%
89,896
+3,713
187
$1.41M 0.05%
35,176
-374
188
$1.41M 0.05%
2,771
+66
189
$1.4M 0.05%
20,606
190
$1.38M 0.05%
6,886
-358
191
$1.38M 0.05%
15,064
192
$1.35M 0.04%
22,537
-400
193
$1.34M 0.04%
5,073
+115
194
$1.33M 0.04%
16,525
+2,745
195
$1.32M 0.04%
8,294
-216
196
$1.31M 0.04%
8,963
-91
197
$1.29M 0.04%
10,614
-500
198
$1.29M 0.04%
3,554
-820
199
$1.26M 0.04%
13,099
+1,045
200
$1.24M 0.04%
+77,450
6 7
8
9 10