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
$141M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$306K
3
+$226K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204K
5
OKE icon
Oneok
OKE
+$201K

Top Sells

1
+$597K
2
+$305K
3
+$250K
4
NSC icon
Norfolk Southern
NSC
+$219K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 10.57%
2 Consumer Staples 8.96%
3 Healthcare 6.88%
4 Industrials 6.57%
5 Technology 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.29%
53,502
-169
27
$1.82M 1.29%
38,346
-1,704
28
$1.79M 1.27%
8,594
29
$1.71M 1.21%
44,220
-1,645
30
$1.7M 1.2%
30,308
+8
31
$1.67M 1.18%
14,059
-90
32
$1.63M 1.15%
127,716
-2,934
33
$1.62M 1.15%
11,779
+2
34
$1.6M 1.14%
13,448
-281
35
$1.57M 1.11%
12,138
-94
36
$1.52M 1.08%
14,228
-237
37
$1.5M 1.07%
8,882
38
$1.42M 1.01%
4,759
-92
39
$1.42M 1%
25,470
-2,696
40
$1.3M 0.92%
50,517
+360
41
$1.25M 0.89%
18,710
+9
42
$1.21M 0.86%
23,465
-95
43
$1.17M 0.83%
23,169
44
$1.17M 0.83%
14,506
-32
45
$1.15M 0.81%
49,658
-957
46
$1.13M 0.8%
59,682
-2,595
47
$1.12M 0.8%
8,889
+1
48
$1.09M 0.77%
22,628
+112
49
$1.04M 0.74%
14,682
+7
50
$1.02M 0.72%
3,798
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2
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