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
$550M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$9.53M
2 +$7.36M
3 +$7.3M
4
MRK icon
Merck
MRK
+$7.13M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.74M

Top Sells

1 +$375K
2 +$241K
3 +$229K
4
ADM icon
Archer Daniels Midland
ADM
+$65K
5
GLW icon
Corning
GLW
+$60.9K

Sector Composition

1 Technology 20.18%
2 Healthcare 17.96%
3 Consumer Staples 9.31%
4 Financials 9.09%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$169K 0.03%
+1,680
177
$152K 0.03%
+3,690
178
$117K 0.02%
+1,555
179
$109K 0.02%
+350
180
$97.8K 0.02%
+390
181
$85.9K 0.02%
+700
182
$84K 0.02%
+618
183
$83.8K 0.02%
+507
184
$76.5K 0.01%
+984
185
$73.7K 0.01%
+646
186
$70.6K 0.01%
+4,535
187
$69.4K 0.01%
+876
188
$69K 0.01%
+1,788
189
$66.6K 0.01%
+780
190
$60.4K 0.01%
+250
191
$58.4K 0.01%
+306
192
$52.4K 0.01%
+1,303
193
$51.7K 0.01%
+13,750
194
$48.2K 0.01%
+240
195
$37.4K 0.01%
+358
196
$36.5K 0.01%
+120
197
$32.2K 0.01%
+500
198
$26.2K ﹤0.01%
+225
199
$24.3K ﹤0.01%
+236
200
$23K ﹤0.01%
+260