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
$173M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$118K
2
+$118K
3
+$118K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$64.2K

Top Sells

1
+$2.05M
2
+$242K
3
+$242K
4
EPD icon
Enterprise Products Partners
EPD
+$216K
5
DE icon
Deere & Co
DE
+$208K

Sector Composition

1 Financials 10.78%
2 Technology 8.89%
3 Consumer Staples 8.79%
4 Industrials 7.52%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.23%
9,319
-77
27
$2.08M 1.2%
48,325
+323
28
$1.94M 1.12%
36,930
-525
29
$1.94M 1.12%
44,981
-137
30
$1.89M 1.1%
6,934
31
$1.85M 1.07%
38,598
+96
32
$1.84M 1.07%
4,272
-28
33
$1.8M 1.04%
8,493
-51
34
$1.78M 1.03%
9,262
-12
35
$1.68M 0.97%
31,097
-215
36
$1.67M 0.96%
119,885
+448
37
$1.56M 0.9%
10,644
-194
38
$1.53M 0.89%
60,597
-1,822
39
$1.5M 0.87%
14,648
+1
40
$1.5M 0.87%
15,899
-63
41
$1.48M 0.85%
57,735
+4,602
42
$1.44M 0.83%
54,717
-34
43
$1.33M 0.77%
56,129
+174
44
$1.28M 0.74%
3,798
45
$1.19M 0.69%
11,688
-10
46
$1.17M 0.68%
24,283
+160
47
$1.17M 0.67%
47,130
+735
48
$1.14M 0.66%
45,436
+4,284
49
$1.13M 0.66%
21,277
-32
50
$1.12M 0.65%
19,692
-2,198
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2
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