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
$400M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$1.22M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$973K
5
DE icon
Deere & Co
DE
+$836K

Top Sells

1
+$13.3M
2
+$10.8M
3
+$8.72M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.7M
5
LLY icon
Eli Lilly
LLY
+$8.06M

Sector Composition

1 Technology 22.11%
2 Healthcare 14.31%
3 Financials 10.87%
4 Industrials 9.51%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.44%
6,150
-30,206
52
$1.76M 0.44%
3,618
-543
53
$1.7M 0.43%
2,326
-269
54
$1.7M 0.43%
12,157
-15,527
55
$1.7M 0.43%
18,556
-3,550
56
$1.68M 0.42%
6,034
-447
57
$1.68M 0.42%
8,810
-2,180
58
$1.65M 0.41%
8,027
-4,533
59
$1.65M 0.41%
+8,318
60
$1.62M 0.41%
22,170
-9,370
61
$1.61M 0.4%
4,651
-2,660
62
$1.54M 0.39%
10,390
-9,195
63
$1.52M 0.38%
40,038
-936
64
$1.43M 0.36%
2,731
-5,047
65
$1.42M 0.36%
18,425
-8,495
66
$1.39M 0.35%
7,985
-6,930
67
$1.35M 0.34%
13,995
-5,249
68
$1.22M 0.31%
+4,075
69
$1.19M 0.3%
4,761
-4,166
70
$1.19M 0.3%
16,949
+3,203
71
$1.11M 0.28%
39,891
-46,564
72
$1.08M 0.27%
3,800
+895
73
$1.08M 0.27%
25,621
-22,513
74
$1.06M 0.27%
14,793
-23,057
75
$1.01M 0.25%
16,555
-35,038
1 2
3
4 5