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
$325M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.33M
3
+$3.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.75M
5
HD icon
Home Depot
HD
+$1.88M

Top Sells

1
+$5.52M
2
+$5.09M
3
+$3.38M
4
JPM icon
JPMorgan Chase
JPM
+$3.37M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.57M

Sector Composition

1 Technology 23%
2 Healthcare 19.07%
3 Consumer Staples 11.18%
4 Financials 10%
5 Industrials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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144
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