MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $222M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$799K
3
+$653K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$616K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K

Top Sells

1
+$2.07M
2
+$1.82M
3
+$1.76M
4
NUE icon
Nucor
NUE
+$1.65M
5
XOM icon
Exxon Mobil
XOM
+$1.63M

Sector Composition

1 Technology 23.88%
2 Healthcare 13.79%
3 Financials 9.57%
4 Consumer Staples 9.09%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.1K 0.01%
223
177
$25.1K 0.01%
1,825
178
$25K 0.01%
100
179
$24.9K 0.01%
+150
180
$22.4K 0.01%
+280
181
$12.5K ﹤0.01%
65
182
$9.17K ﹤0.01%
80
183
$4.45K ﹤0.01%
55
184
$2.84K ﹤0.01%
11
185
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-1,971
186
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187
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188
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189
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190
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191
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-8,318
192
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196
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197
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5 6 7
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