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
$398M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$1.36M
3 +$1.11M
4
ADP icon
Automatic Data Processing
ADP
+$1.03M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$885K

Top Sells

1 +$8.45M
2 +$1.11M
3 +$757K
4
PM icon
Philip Morris
PM
+$725K
5
HON icon
Honeywell
HON
+$711K

Sector Composition

1 Technology 23.49%
2 Healthcare 13.65%
3 Consumer Staples 9.29%
4 Financials 9.29%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$66.9K 0.02%
306
177
$58.9K 0.01%
13,750
178
$53.1K 0.01%
+550
179
$45K 0.01%
1,680
180
$39.9K 0.01%
104
181
$38.9K 0.01%
223
182
$26.8K 0.01%
1,825
183
$26K 0.01%
100
184
$25K 0.01%
150
185
$23.4K 0.01%
280
186
$13.1K ﹤0.01%
65
187
$9.63K ﹤0.01%
80
188
$4.61K ﹤0.01%
55
189
$2.94K ﹤0.01%
11
190
-2,838
191
-2,800