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
$140M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$303K
3
+$227K
4
PYPL icon
PayPal
PYPL
+$217K
5
NEE icon
NextEra Energy
NEE
+$208K

Top Sells

1
+$3.18M
2
+$1.97M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$571K
5
SR icon
Spire
SR
+$452K

Sector Composition

1 Financials 9.91%
2 Consumer Staples 8.32%
3 Healthcare 7.29%
4 Industrials 6.94%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.34%
40,050
+4,296
27
$1.84M 1.31%
74,252
-1,304
28
$1.83M 1.3%
8,594
-309
29
$1.78M 1.27%
45,865
-755
30
$1.76M 1.25%
14,149
+84
31
$1.71M 1.22%
11,777
+2
32
$1.63M 1.16%
130,650
-7,510
33
$1.6M 1.14%
13,729
-896
34
$1.55M 1.1%
8,882
-29
35
$1.54M 1.1%
28,166
+1,853
36
$1.5M 1.07%
30,300
-1,352
37
$1.43M 1.02%
4,851
-81
38
$1.4M 1%
12,232
-40
39
$1.28M 0.91%
50,157
+866
40
$1.25M 0.89%
14,465
-568
41
$1.25M 0.89%
18,701
-51
42
$1.21M 0.86%
8,888
-19
43
$1.18M 0.84%
50,615
-4,132
44
$1.17M 0.83%
62,277
+8,940
45
$1.16M 0.83%
14,538
-1,157
46
$1.13M 0.8%
23,560
-600
47
$1.13M 0.8%
14,675
+444
48
$1.1M 0.78%
23,169
-119
49
$1.08M 0.77%
22,516
+4,714
50
$1.01M 0.72%
3,798
1
2
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