MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
This Quarter Return
+7.1%
1 Year Return
+16.28%
3 Year Return
+62.99%
5 Year Return
+107.05%
10 Year Return
+223.77%
AUM
$398M
AUM Growth
+$398M
(+2.1%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
35.8%
Holding
191
New
7
Increased
99
Reduced
22
Closed
2
Top Buys
| 1 |
Home Depot
HD
|
$2.9M |
| 2 |
Stryker
SYK
|
$1.36M |
| 3 |
Johnson & Johnson
JNJ
|
$1.11M |
| 4 |
Automatic Data Processing
ADP
|
$1.03M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$885K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$1.11M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$757K |
| 3 |
Philip Morris
PM
|
$725K |
| 4 |
Honeywell
HON
|
$711K |
| 5 |
Moody's
MCO
|
$702K |
Sector Composition
| 1 | Technology | 23.49% |
| 2 | Healthcare | 13.65% |
| 3 | Consumer Staples | 9.29% |
| 4 | Financials | 9.29% |
| 5 | Industrials | 8.88% |
