MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $209M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.8M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$266K
2
+$126K
3
+$113K
4
MSFT icon
Microsoft
MSFT
+$101K
5
GE icon
GE Aerospace
GE
+$54.4K

Top Sells

1
+$75.8K
2
+$62.8K
3
+$41.7K
4
MET icon
MetLife
MET
+$28.5K
5
MMM icon
3M
MMM
+$18.3K

Sector Composition

1 Healthcare 15.72%
2 Industrials 13.34%
3 Consumer Staples 10.75%
4 Energy 8.78%
5 Technology 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$953K 1.49%
8,722
27
$951K 1.49%
8,085
28
$940K 1.47%
12,272
+350
29
$936K 1.47%
24,288
30
$933K 1.46%
5,000
+45
31
$914K 1.43%
18,610
+300
32
$897K 1.41%
26,353
+600
33
$887K 1.39%
7,994
34
$879K 1.38%
10,470
35
$839K 1.31%
7,246
+112
36
$739K 1.16%
10,140
37
$727K 1.14%
5,151
38
$671K 1.05%
10,900
39
$656K 1.03%
19,380
+1,054
40
$642K 1.01%
5,350
41
$631K 0.99%
6,399
42
$577K 0.9%
11,128
43
$571K 0.89%
11,720
+100
44
$562K 0.88%
16,721
+870
45
$560K 0.88%
10,455
46
$544K 0.85%
13,005
47
$532K 0.83%
6,795
48
$523K 0.82%
11,960
49
$506K 0.79%
10,115
+185
50
$500K 0.78%
6,504
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