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
$456M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$26.3M
3
+$23.2M
4
PG icon
Procter & Gamble
PG
+$22M
5
GE icon
GE Aerospace
GE
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.13%
2 Consumer Staples 16.65%
3 Energy 14.82%
4 Industrials 12.86%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.53%
+61,988
52
$2.38M 0.52%
+37,548
53
$2.36M 0.52%
+51,245
54
$2.32M 0.51%
+27,408
55
$2.03M 0.45%
+57,013
56
$2.02M 0.44%
+23,831
57
$2.01M 0.44%
+49,829
58
$1.98M 0.43%
+22,910
59
$1.9M 0.42%
+38,767
60
$1.87M 0.41%
+32,282
61
$1.86M 0.41%
+38,369
62
$1.72M 0.38%
+20,709
63
$1.71M 0.38%
+81,249
64
$1.69M 0.37%
+43,502
65
$1.68M 0.37%
+22,143
66
$1.6M 0.35%
+13,876
67
$1.48M 0.32%
+37,594
68
$1.45M 0.32%
+35,435
69
$1.41M 0.31%
+51,870
70
$1.36M 0.3%
+24,493
71
$1.34M 0.29%
+32,774
72
$1.3M 0.29%
+57,800
73
$1.27M 0.28%
+24,045
74
$1.18M 0.26%
+18,936
75
$1.08M 0.24%
+45,766
1 2
3
4 5