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MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $217M
1-Year Est. Return 19.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$464K
3
+$364K
4
GE icon
GE Aerospace
GE
+$355K
5
TRV icon
Travelers Companies
TRV
+$349K

Top Sells

1
+$1.23M
2
+$830K
3
+$802K
4
JNJ icon
Johnson & Johnson
JNJ
+$598K
5
EMR icon
Emerson Electric
EMR
+$585K

Sector Composition

1 Technology 22.64%
2 Healthcare 12.68%
3 Financials 10.97%
4 Industrials 9.42%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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180
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181
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182
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-5,400
183
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-1,680
184
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-1,000
185
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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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-4,478
191
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192
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-1,296
4 5 6 7
8