MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $222M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.8M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$25.3K
2
+$19.4K
3
+$17.8K
4
PG icon
Procter & Gamble
PG
+$11.2K
5
CSCO icon
Cisco
CSCO
+$5.08K

Top Sells

1
+$2.29M
2
+$1.27M
3
+$1.08M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M
5
NKE icon
Nike
NKE
+$662K

Sector Composition

1 Healthcare 16.9%
2 Industrials 15.93%
3 Consumer Staples 14.74%
4 Energy 10.27%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-24,139
77
– –
-3,250
78
– –
-3,042
79
– –
-18,624
80
– –
-11,993
81
– –
-3,511
82
– –
-45,753
1 2 3
4