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
$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
201
-1,974
202
-1,500
203
-8,330
204
-4,075
205
-13,000
206
-9,500