MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
1-Year Est. Return
16.28%
1 Year Est. Return
+16.28%
AUM
$209M
AUM Growth
-$148M
(-42%)
Holding
158
Top Buys
| 1 | +$1.96M | |
| 2 | +$329K | |
| 3 | +$329K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$283K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$234K |
Top Sells
| 1 | +$16.1M | |
| 2 | +$10.9M | |
| 3 | +$10.9M | |
| 4 |
JPMorgan Chase
JPM
|
+$10.4M |
| 5 |
Abbott
ABT
|
+$9.54M |
Sector Composition
| 1 | Technology | 22.48% |
| 2 | Healthcare | 10.58% |
| 3 | Consumer Staples | 8.68% |
| 4 | Financials | 8.52% |
| 5 | Industrials | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Moody's
MCO
$86B
| – | – |
-17,048
|
|
||
152
Altria Group
MO
$108B
| – | – |
-12,826
|
|
||
|
PARA
153
DELISTED
Paramount Global Class B
PARA
| – | – |
-41,580
|
|
||
154
Prologis
PLD
$117B
| – | – |
-1,830
|
|
||
155
Philip Morris
PM
$245B
| – | – |
-12,580
|
|
||
156
SLB Limited
SLB
$53.8B
| – | – |
-57,711
|
|
||
157
Wells Fargo
WFC
$266B
| – | – |
-55,125
|
|
||
158
Solventum
SOLV
$12.5B
| – | – |
-5,968
|
|