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
$150M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$232K
3
+$210K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$183K
5
IBM icon
IBM
IBM
+$94.1K

Top Sells

1
+$1.7M
2
+$201K
3
+$198K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$133K
5
T icon
AT&T
T
+$130K

Sector Composition

1 Technology 9.25%
2 Financials 8.84%
3 Consumer Staples 8.6%
4 Industrials 7.56%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.22%
38,330
+110
27
$1.82M 1.22%
49,543
-2,778
28
$1.82M 1.21%
8,565
-167
29
$1.79M 1.2%
39,035
-1,825
30
$1.77M 1.18%
9,706
-150
31
$1.75M 1.17%
4,664
-119
32
$1.71M 1.14%
86,367
+11,709
33
$1.71M 1.14%
7,377
-45
34
$1.69M 1.13%
41,329
-517
35
$1.66M 1.11%
129,111
+402
36
$1.65M 1.1%
9,349
+111
37
$1.59M 1.06%
10,879
-153
38
$1.46M 0.97%
54,945
-579
39
$1.42M 0.94%
88,368
+11,424
40
$1.36M 0.91%
16,984
-800
41
$1.24M 0.83%
21,884
+2
42
$1.16M 0.77%
3,798
43
$1.16M 0.77%
23,809
+147
44
$1.09M 0.72%
47,992
-726
45
$1.06M 0.71%
21,338
-292
46
$1.04M 0.69%
12,291
-1,454
47
$1.03M 0.69%
41,372
-901
48
$1.02M 0.68%
6,280
+140
49
$1.01M 0.67%
21,366
-273
50
$997K 0.66%
12,776
-245
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