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
$94.1M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$374K
2 +$228K
3 +$199K
4
MRK icon
Merck
MRK
+$192K
5
LLY icon
Eli Lilly
LLY
+$185K

Sector Composition

1 Healthcare 15.11%
2 Technology 12.83%
3 Consumer Staples 12.68%
4 Industrials 11.48%
5 Communication Services 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.22%
+5,700
102
$201K 0.21%
+757
103
$20K 0.02%
+130