MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
This Quarter Return
+1.98%
1 Year Return
+16.28%
3 Year Return
+62.99%
5 Year Return
+107.05%
10 Year Return
+223.77%
AUM
$390M
AUM Growth
+$390M
(-2.6%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-3.3%
Top 10 Holdings %
Top 10 Hldgs %
36.78%
Holding
206
New
22
Increased
65
Reduced
53
Closed
22
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.91M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.28M |
| 3 |
Broadcom
AVGO
|
$799K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$616K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$575K |
Top Sells
| 1 |
First Citizens BancShares
FCNCA
|
$2.07M |
| 2 |
Caterpillar
CAT
|
$1.82M |
| 3 |
Nucor
NUE
|
$1.65M |
| 4 |
Exxon Mobil
XOM
|
$1.63M |
| 5 |
JPMorgan Chase
JPM
|
$1.61M |
Sector Composition
| 1 | Technology | 23.88% |
| 2 | Healthcare | 13.79% |
| 3 | Financials | 9.57% |
| 4 | Consumer Staples | 9.09% |
| 5 | Industrials | 8.77% |
