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
$61.6M
AUM Growth
-$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$635K
2 +$328K
3 +$262K
4
MET icon
MetLife
MET
+$238K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$224K

Top Sells

1 +$1.09M
2 +$938K
3 +$677K
4
PEP icon
PepsiCo
PEP
+$660K
5
DD
Du Pont De Nemours E I
DD
+$617K

Sector Composition

1 Healthcare 14.64%
2 Industrials 13.38%
3 Consumer Staples 11.36%
4 Energy 9.67%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.34%
+2,475
77
$206K 0.33%
6,585
-1,480
78
$23K 0.04%
702
79
-1,710
80
-6,377
81
-5,244
82
-3,700
83
-8,411
84
-22,820