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
$103M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$873K
2 +$779K
3 +$520K
4
PRU icon
Prudential Financial
PRU
+$462K
5
APD icon
Air Products & Chemicals
APD
+$439K

Top Sells

1 +$1.84M
2 +$913K
3 +$794K
4
KMB icon
Kimberly-Clark
KMB
+$569K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$536K

Sector Composition

1 Technology 15.3%
2 Healthcare 13.36%
3 Consumer Staples 10%
4 Industrials 9.45%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-130
102
-3,750
103
-1,140
104
-2,225