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
$61M
AUM Growth
-$526K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$342K
2 +$237K
3 +$212K
4
JNJ icon
Johnson & Johnson
JNJ
+$103K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$99.8K

Top Sells

1 +$317K
2 +$294K
3 +$211K
4
LLY icon
Eli Lilly
LLY
+$208K
5
GE icon
GE Aerospace
GE
+$175K

Sector Composition

1 Healthcare 15.26%
2 Industrials 13.49%
3 Consumer Staples 11.51%
4 Energy 8.56%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.34%
6,585
77
-2,475
78
-4,740
79
-3,659
80
-702