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
$400M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$1.22M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$973K
5
DE icon
Deere & Co
DE
+$836K

Top Sells

1
+$13.3M
2
+$10.8M
3
+$8.72M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.7M
5
LLY icon
Eli Lilly
LLY
+$8.06M

Sector Composition

1 Technology 22.11%
2 Healthcare 14.31%
3 Financials 10.87%
4 Industrials 9.51%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.09%
1,090
-1,115
127
$344K 0.09%
+5,939
128
$341K 0.09%
+3,595
129
$327K 0.08%
563
-169
130
$325K 0.08%
4,080
-2,149
131
$322K 0.08%
1,974
-274
132
$322K 0.08%
757
-1,252
133
$305K 0.08%
+84
134
$303K 0.08%
2,362
-498
135
$298K 0.07%
1,700
136
$292K 0.07%
12,612
-7,868
137
$287K 0.07%
+4,968
138
$285K 0.07%
3,138
-4,223
139
$284K 0.07%
625
-1,095
140
$283K 0.07%
+1,500
141
$283K 0.07%
+13,000
142
$270K 0.07%
2,345
143
$265K 0.07%
+1,983
144
$264K 0.07%
7,500
-45,850
145
$261K 0.07%
4,454
-18,275
146
$260K 0.06%
+1,971
147
$257K 0.06%
7,105
-23,579
148
$252K 0.06%
2,150
-5,314
149
$240K 0.06%
3,424
-14,758
150
$230K 0.06%
1,770
-935
4 5
6
7 8