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
$311M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.19M
3
+$1.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$815K
5
ABT icon
Abbott
ABT
+$659K

Sector Composition

1 Technology 16.67%
2 Healthcare 15.27%
3 Financials 12.14%
4 Industrials 11.72%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 4.74%
61,363
+5,721
2
$14.4M 4.62%
46,566
+621
3
$13.3M 4.27%
102,080
+3,375
4
$12.7M 4.1%
72,028
+2,597
5
$12.4M 3.98%
112,579
-5,998
6
$12.3M 3.97%
91,957
-6,074
7
$11.6M 3.72%
55,871
-6,664
8
$10.9M 3.52%
39,201
-4,296
9
$10M 3.23%
90,432
+8,124
10
$9.62M 3.1%
100,168
-912
11
$9.22M 2.97%
60,834
+5,667
12
$8.25M 2.66%
45,692
-1,729
13
$7.64M 2.46%
69,275
+10,631
14
$7.47M 2.41%
23,662
-189
15
$6.12M 1.97%
70,468
-4,451
16
$5.55M 1.79%
29,054
+5,907
17
$5.49M 1.77%
62,201
-2,569
18
$5.4M 1.74%
154,346
-13,087
19
$5.35M 1.72%
202,484
-103
20
$4.32M 1.39%
43,052
+5,837
21
$4.12M 1.33%
35,202
-222
22
$4.05M 1.3%
49,558
-5,660
23
$4.02M 1.29%
60,180
-4,603
24
$4.01M 1.29%
31,774
-2,430
25
$3.52M 1.13%
19,635
+5,454
1
2 3 4 5