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
$113M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$100K
2
+$79.2K
3
+$75.2K
4
IBM icon
IBM
IBM
+$52.4K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$42.9K

Top Sells

1
+$311K
2
+$304K
3
+$275K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$270K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$251K

Sector Composition

1 Consumer Staples 8.97%
2 Financials 8.93%
3 Healthcare 8.41%
4 Technology 7.68%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.25%
9,799
-315
27
$1.38M 1.22%
14,274
-9
28
$1.37M 1.21%
7,487
-930
29
$1.36M 1.2%
42,307
-1,080
30
$1.33M 1.18%
53,985
+3,040
31
$1.32M 1.17%
53,735
-12,318
32
$1.32M 1.16%
13,690
-831
33
$1.29M 1.14%
11,284
-284
34
$1.25M 1.1%
129,460
+106
35
$1.24M 1.09%
4,781
+52
36
$1.23M 1.09%
22,776
-2,697
37
$1.22M 1.08%
22,492
-976
38
$1.21M 1.07%
12,138
39
$1.2M 1.06%
41,700
-1,420
40
$1.19M 1.05%
8,907
41
$1.11M 0.99%
11,991
-588
42
$1.05M 0.93%
9,037
43
$1.02M 0.9%
14,062
-46
44
$999K 0.88%
48,700
-837
45
$989K 0.87%
13,476
-1,039
46
$953K 0.84%
64,581
+156
47
$889K 0.79%
21,184
-1,548
48
$888K 0.78%
4,379
49
$873K 0.77%
18,311
-262
50
$833K 0.74%
3,798
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