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
$550M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$9.53M
2 +$7.36M
3 +$7.3M
4
MRK icon
Merck
MRK
+$7.13M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.74M

Top Sells

1 +$375K
2 +$241K
3 +$229K
4
ADM icon
Archer Daniels Midland
ADM
+$65K
5
GLW icon
Corning
GLW
+$60.9K

Sector Composition

1 Technology 20.18%
2 Healthcare 17.96%
3 Consumer Staples 9.31%
4 Financials 9.09%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$20.7K ﹤0.01%
+327
202
$11.5K ﹤0.01%
+288
203
-934
204
-1,983