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
$456M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$27M
2 +$26.3M
3 +$23.2M
4
PG icon
Procter & Gamble
PG
+$22M
5
GE icon
GE Aerospace
GE
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.13%
2 Consumer Staples 16.65%
3 Energy 14.82%
4 Industrials 12.86%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$220K 0.05%
+7,204
152
$202K 0.04%
+6,500
153
$19K ﹤0.01%
+60