MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $221M
1-Year Est. Return 19.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.15%
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
+$736K
3
+$522K
4
PRU icon
Prudential Financial
PRU
+$434K
5
APD icon
Air Products & Chemicals
APD
+$424K

Top Sells

1
+$2.07M
2
+$959K
3
+$765K
4
KMB icon
Kimberly-Clark
KMB
+$544K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$513K

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
1 2 3 4
5