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
$136M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.76M
3
+$1.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$367K
5
PYPL icon
PayPal
PYPL
+$340K

Top Sells

1
+$163K
2
+$85.2K
3
+$49.4K
4
WM icon
Waste Management
WM
+$37K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$35.9K

Sector Composition

1 Financials 10.06%
2 Consumer Staples 9.65%
3 Technology 8.43%
4 Industrials 8.11%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.22%
46,464
+4,157
27
$1.62M 1.19%
14,531
+257
28
$1.55M 1.14%
42,991
+2
29
$1.54M 1.14%
12,138
30
$1.49M 1.1%
4,797
+16
31
$1.47M 1.09%
11,288
+4
32
$1.46M 1.08%
41,175
-525
33
$1.46M 1.07%
13,466
-224
34
$1.44M 1.06%
54,540
+555
35
$1.44M 1.06%
11,968
-23
36
$1.36M 1%
7,632
+145
37
$1.35M 0.99%
128,964
-496
38
$1.35M 0.99%
22,514
+22
39
$1.32M 0.97%
52,310
-1,425
40
$1.29M 0.95%
8,957
+50
41
$1.26M 0.93%
14,092
+30
42
$1.24M 0.91%
73,908
+9,327
43
$1.2M 0.89%
21,879
-897
44
$1.19M 0.88%
53,150
+4,450
45
$1.16M 0.85%
9,148
+111
46
$1.15M 0.85%
+16,013
47
$1.14M 0.84%
18,321
+10
48
$1.08M 0.79%
23,511
+2,327
49
$1.03M 0.76%
4,379
50
$996K 0.73%
13,491
+15
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2
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