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
51
$477K 0.75%
6,410
+1,355
52
$442K 0.69%
3,110
53
$421K 0.66%
3,184
+90
54
$415K 0.65%
7,400
55
$415K 0.65%
6,544
56
$404K 0.63%
13,500
57
$404K 0.63%
5,040
58
$401K 0.63%
2,347
59
$382K 0.6%
3,725
60
$367K 0.58%
2,629
61
$355K 0.56%
4,562
62
$342K 0.54%
8,420
63
$320K 0.5%
11,625
64
$315K 0.49%
7,400
65
$307K 0.48%
4,400
-900
66
$307K 0.48%
4,646
67
$297K 0.47%
5,858
+800
68
$295K 0.46%
7,200
69
$280K 0.44%
3,634
+224
70
$279K 0.44%
2,115
+100
71
$266K 0.42%
+4,733
72
$260K 0.41%
4,710
73
$250K 0.39%
1,753
+120
74
$234K 0.37%
4,510
-550
75
$233K 0.37%
2,444
+125
1 2
3
4