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
51
$1.29M 0.41%
6,115
+75
52
$1.28M 0.41%
7,374
+385
53
$1.27M 0.41%
19,105
+6,882
54
$1.27M 0.41%
12,329
+6,146
55
$1.21M 0.39%
6,613
-30
56
$1.21M 0.39%
3,310
+35
57
$1.2M 0.39%
4,495
+125
58
$1.19M 0.38%
+4,980
59
$1.18M 0.38%
11,485
+800
60
$1.17M 0.38%
11,425
61
$1.12M 0.36%
+3,638
62
$1.07M 0.34%
6,465
+2,327
63
$1.05M 0.34%
14,695
+700
64
$1.01M 0.33%
+7,700
65
$986K 0.32%
+1,300
66
$935K 0.3%
19,580
+1,700
67
$914K 0.29%
7,080
68
$911K 0.29%
+5,250
69
$848K 0.27%
18,556
-962
70
$836K 0.27%
10,616
+5,500
71
$806K 0.26%
2,523
-460
72
$804K 0.26%
+5,090
73
$789K 0.25%
15,112
-1,576
74
$765K 0.25%
1,675
+250
75
$764K 0.25%
52,310
-1,050
1 2
3
4 5