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
$110M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$373K
2 +$273K
3 +$221K
4
TMO icon
Thermo Fisher Scientific
TMO
+$220K
5
WMT icon
Walmart
WMT
+$206K

Top Sells

1 +$340K
2 +$124K
3 +$116K
4
RTX icon
RTX Corp
RTX
+$79.1K
5
DIS icon
Walt Disney
DIS
+$58.9K

Sector Composition

1 Technology 15.86%
2 Healthcare 12.97%
3 Consumer Staples 9.7%
4 Industrials 9.32%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.2%
+377
102
$220K 0.2%
+437
103
$216K 0.2%
965
-65
104
$206K 0.19%
+4,380