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
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$266K
2 +$126K
3 +$113K
4
MSFT icon
Microsoft
MSFT
+$101K
5
GE icon
GE Aerospace
GE
+$54.4K

Top Sells

1 +$75.8K
2 +$62.8K
3 +$41.7K
4
MET icon
MetLife
MET
+$28.5K
5
MMM icon
3M
MMM
+$18.3K

Sector Composition

1 Healthcare 15.72%
2 Industrials 13.34%
3 Consumer Staples 10.75%
4 Energy 8.78%
5 Technology 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.35%
1,607
77
$216K 0.34%
6,585
78
$113K 0.18%
+11,700