MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
This Quarter Return
-1.21%
1 Year Return
+16.28%
3 Year Return
+62.99%
5 Year Return
+107.05%
10 Year Return
+223.77%
AUM
$357M
AUM Growth
+$357M
(-4.7%)
Cap. Flow
-$8.91M
Cap. Flow
% of AUM
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
35.14%
Holding
192
New
2
Increased
59
Reduced
65
Closed
40
Top Buys
| 1 |
Merck
MRK
|
$1.16M |
| 2 |
Mastercard
MA
|
$468K |
| 3 |
Exxon Mobil
XOM
|
$391K |
| 4 |
Travelers Companies
TRV
|
$370K |
| 5 |
GE Aerospace
GE
|
$361K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.13M |
| 2 |
Check Point Software Technologies
CHKP
|
$892K |
| 3 |
Abbott
ABT
|
$836K |
| 4 |
Johnson & Johnson
JNJ
|
$634K |
| 5 |
Amgen
AMGN
|
$545K |
Sector Composition
| 1 | Technology | 22.64% |
| 2 | Healthcare | 12.68% |
| 3 | Financials | 10.97% |
| 4 | Industrials | 9.42% |
| 5 | Consumer Staples | 8.88% |
