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
-$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
-3,511
77
-1,380
78
-9,355
79
-24,139
80
-3,250
81
-3,042
82
-18,624