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
$76.5M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$380K
2 +$375K
3 +$339K
4
MSFT icon
Microsoft
MSFT
+$276K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$268K

Top Sells

1 +$294K
2 +$260K
3 +$245K
4
KO icon
Coca-Cola
KO
+$236K
5
DD icon
DuPont de Nemours
DD
+$222K

Sector Composition

1 Healthcare 15.71%
2 Technology 14.6%
3 Consumer Staples 13.57%
4 Industrials 9.72%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,833
102
-5,700
103
-3,088
104
-3,540