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
$172M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.08M
3
+$1.76M
4
OSK icon
Oshkosh
OSK
+$1.74M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$518K

Top Sells

1
+$722K
2
+$454K
3
+$224K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$212K
5
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$143K

Sector Composition

1 Financials 11.1%
2 Consumer Staples 8.8%
3 Technology 8.53%
4 Industrials 8.28%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.21%
+19,149
27
$2.01M 1.17%
45,658
+4,329
28
$1.98M 1.15%
38,070
-965
29
$1.93M 1.12%
7,537
+160
30
$1.92M 1.12%
118,416
+30,048
31
$1.88M 1.09%
9,469
+120
32
$1.85M 1.08%
8,544
-21
33
$1.84M 1.07%
31,669
-366
34
$1.84M 1.07%
38,420
+90
35
$1.76M 1.03%
48,616
-927
36
$1.75M 1.02%
10,836
-43
37
$1.75M 1.02%
4,387
-277
38
$1.74M 1.01%
+14,647
39
$1.68M 0.98%
118,987
-10,124
40
$1.64M 0.96%
64,546
-17,820
41
$1.44M 0.84%
54,416
-529
42
$1.43M 0.83%
15,858
-1,126
43
$1.36M 0.79%
21,305
-33
44
$1.27M 0.74%
53,271
+5,279
45
$1.25M 0.73%
3,798
46
$1.24M 0.72%
21,887
+3
47
$1.22M 0.71%
11,653
-638
48
$1.17M 0.68%
23,968
+159
49
$1.09M 0.64%
44,055
+17,265
50
$1.08M 0.63%
21,955
+589
1
2
3 4 5