MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
1-Year Return
16.28%
This Quarter Return
+0.89%
1 Year Return
+16.28%
3 Year Return
+62.99%
5 Year Return
+107.05%
10 Year Return
+223.77%
AUM
$375M
AUM Growth
-$22.9M
(-5.8%)
Cap. Flow
-$49.2M
Cap. Flow
% of AUM
-13.13%
Top 10 Holdings %
Top 10 Hldgs %
36.29%
Holding
196
New
7
Increased
33
Reduced
65
Closed
6
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$443K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$379K |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$265K |
| 4 |
DexCom
DXCM
|
$221K |
| 5 |
Edwards Lifesciences
EW
|
$207K |
Top Sells
| 1 |
Home Depot
HD
|
$6.97M |
| 2 |
Stryker
SYK
|
$4.18M |
| 3 |
Automatic Data Processing
ADP
|
$3.25M |
| 4 |
Colgate-Palmolive
CL
|
$2.51M |
| 5 |
Johnson & Johnson
JNJ
|
$2.42M |
Sector Composition
| 1 | Technology | 24.31% |
| 2 | Healthcare | 11.61% |
| 3 | Financials | 10.32% |
| 4 | Industrials | 9.26% |
| 5 | Consumer Staples | 8.5% |
