MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
This Quarter Return
+6.85%
1 Year Return
+16.28%
3 Year Return
+62.99%
5 Year Return
+107.05%
10 Year Return
+223.77%
AUM
$352M
AUM Growth
+$352M
(+4.1%)
Cap. Flow
-$6.06M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
39.43%
Holding
145
New
3
Increased
28
Reduced
49
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$298K |
| 2 |
Lamar Advertising Co
LAMR
|
$282K |
| 3 |
Prologis
PLD
|
$210K |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$205K |
| 5 |
Meta Platforms (Facebook)
META
|
$142K |
Top Sells
| 1 |
Moody's
MCO
|
$3.07M |
| 2 |
Air Products & Chemicals
APD
|
$653K |
| 3 |
JPMorgan Chase
JPM
|
$606K |
| 4 |
Automatic Data Processing
ADP
|
$258K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$240K |
Sector Composition
| 1 | Technology | 20.7% |
| 2 | Healthcare | 15.31% |
| 3 | Financials | 10.47% |
| 4 | Industrials | 9.73% |
| 5 | Consumer Staples | 9.26% |
