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
$84.6M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$285K
2 +$221K
3 +$206K
4
ORI icon
Old Republic International
ORI
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$158K

Top Sells

1 +$423K
2 +$326K
3 +$271K
4
PSX icon
Phillips 66
PSX
+$267K
5
SJM icon
J.M. Smucker
SJM
+$246K

Sector Composition

1 Healthcare 16.61%
2 Industrials 14.55%
3 Energy 13.27%
4 Consumer Staples 11.21%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,635
102
-2,650