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
$311M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.19M
3
+$1.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$815K
5
ABT icon
Abbott
ABT
+$659K

Sector Composition

1 Technology 16.67%
2 Healthcare 15.27%
3 Financials 12.14%
4 Industrials 11.72%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 1.08%
62,926
+801
27
$2.98M 0.96%
18,470
+590
28
$2.83M 0.91%
59,502
+8,867
29
$2.75M 0.89%
184,335
+13,803
30
$2.62M 0.84%
31,366
+10,550
31
$2.58M 0.83%
30,691
-1,524
32
$2.57M 0.83%
26,415
+1,445
33
$2.33M 0.75%
49,209
-3,429
34
$2.3M 0.74%
9,630
-215
35
$2.28M 0.73%
55,125
-4,318
36
$2.27M 0.73%
44,207
+18,366
37
$2.16M 0.7%
5,655
+1,240
38
$1.88M 0.6%
18,556
-962
39
$1.87M 0.6%
18,574
+609
40
$1.8M 0.58%
71,367
+9,147
41
$1.71M 0.55%
8,000
+400
42
$1.7M 0.55%
33,637
+3,825
43
$1.67M 0.54%
6,827
+335
44
$1.61M 0.52%
21,450
-2,400
45
$1.6M 0.51%
40,488
+5,246
46
$1.57M 0.51%
4,519
+280
47
$1.51M 0.49%
9,622
+575
48
$1.44M 0.46%
20,070
+9,360
49
$1.43M 0.46%
41,765
+3,860
50
$1.3M 0.42%
39,255
-5,460
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