MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $179M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$248K
3
+$240K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$230K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$228K

Top Sells

1
+$229K
2
+$221K
3
+$137K
4
BP icon
BP
BP
+$74.7K
5
MRK icon
Merck
MRK
+$40.6K

Sector Composition

1 Financials 10.76%
2 Consumer Staples 9.27%
3 Industrials 7.71%
4 Healthcare 7.25%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.3%
17,657
-267
27
$1.79M 1.23%
8,903
+400
28
$1.77M 1.22%
138,160
+1,241
29
$1.77M 1.21%
46,620
-15
30
$1.73M 1.19%
14,065
+6
31
$1.68M 1.16%
35,754
+409
32
$1.67M 1.15%
15,058
+261
33
$1.65M 1.13%
14,625
-87
34
$1.65M 1.13%
75,556
+33,149
35
$1.5M 1.03%
31,652
+8
36
$1.42M 0.97%
26,313
+3
37
$1.42M 0.97%
8,911
38
$1.4M 0.96%
4,932
-29
39
$1.3M 0.89%
12,272
40
$1.3M 0.89%
24,160
-112
41
$1.28M 0.88%
18,752
-296
42
$1.25M 0.86%
15,695
-511
43
$1.23M 0.84%
49,291
-195
44
$1.21M 0.83%
8,907
+1
45
$1.21M 0.83%
15,033
-143
46
$1.2M 0.83%
16,006
+1
47
$1.17M 0.8%
54,747
+102
48
$1.15M 0.79%
14,231
+5
49
$1.13M 0.77%
23,288
50
$984K 0.68%
3,798
1
2
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