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
$400M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.65M
3
+$1.22M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$973K
5
DE icon
Deere & Co
DE
+$836K

Top Sells

1
+$13.3M
2
+$10.8M
3
+$8.72M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.7M
5
LLY icon
Eli Lilly
LLY
+$8.06M

Sector Composition

1 Technology 22.11%
2 Healthcare 14.31%
3 Financials 10.87%
4 Industrials 9.51%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$35.8K 0.01%
104
-246
177
$30.9K 0.01%
740
-2,950
178
$25.5K 0.01%
1,825
-2,710
179
$23.8K 0.01%
+100
180
$14.8K ﹤0.01%
600
-13,140
181
$12.5K ﹤0.01%
+65
182
$8.73K ﹤0.01%
80
-1,600
183
$4.43K ﹤0.01%
+55
184
$2.87K ﹤0.01%
11
-239
185
– –
-5,941
186
– –
-3,868
187
– –
-1,183
188
– –
-4,900
189
– –
-1,648
190
– –
-15,808
191
– –
-22,750
192
– –
-5,764
193
– –
-6,789
194
– –
-3,685
195
– –
-11,300
196
– –
-1,350
197
– –
-1,303
198
– –
-1,555
199
– –
-11,165
200
– –
-288
6 7
8
9 10