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
$311M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.19M
3
+$1.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$815K
5
ABT icon
Abbott
ABT
+$659K

Sector Composition

1 Technology 16.67%
2 Healthcare 15.27%
3 Financials 12.14%
4 Industrials 11.72%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$752K 0.24%
4,220
+476
77
$736K 0.24%
3,905
78
$727K 0.23%
3,497
+1,106
79
$702K 0.23%
41,580
-3,180
80
$701K 0.23%
4,973
+2,317
81
$694K 0.22%
14,021
82
$681K 0.22%
10,709
-51
83
$672K 0.22%
+4,000
84
$666K 0.21%
+9,500
85
$638K 0.21%
3,130
-613
86
$547K 0.18%
5,495
+300
87
$538K 0.17%
+16,850
88
$535K 0.17%
22,000
89
$532K 0.17%
974
+120
90
$531K 0.17%
+4,500
91
$529K 0.17%
997
+90
92
$488K 0.16%
7,965
+4,120
93
$482K 0.16%
6,201
+398
94
$478K 0.15%
2,166
95
$470K 0.15%
+8,255
96
$469K 0.15%
+1
97
$468K 0.15%
+15,120
98
$461K 0.15%
2,174
+579
99
$460K 0.15%
+4,425
100
$457K 0.15%
4,225
-200
2 3
4
5 6