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
$67.5M
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Sells

1 +$83.7K
2 +$75K
3 +$64.4K
4
KMB icon
Kimberly-Clark
KMB
+$53.7K
5
GSK icon
GSK
GSK
+$53.3K

Sector Composition

1 Healthcare 15.09%
2 Industrials 12.88%
3 Consumer Staples 10.71%
4 Energy 8.68%
5 Technology 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$228K 0.34%
4,510
77
$223K 0.33%
+3,030
78
$215K 0.32%
+3,533
79
$207K 0.31%
4,658
-1,200
80
$205K 0.3%
6,585
81
$201K 0.3%
+2,950
82
$108K 0.16%
11,700