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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$235K
3
+$226K
4
DEO icon
Diageo
DEO
+$220K
5
WY icon
Weyerhaeuser
WY
+$219K

Top Sells

1
+$112K
2
+$94.8K
3
+$81.5K
4
IBM icon
IBM
IBM
+$78.7K
5
MSFT icon
Microsoft
MSFT
+$59.5K

Sector Composition

1 Financials 10.84%
2 Technology 9.39%
3 Consumer Staples 9.08%
4 Industrials 7.47%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.15%
45,044
+63
27
$2.13M 1.13%
9,179
-140
28
$2.1M 1.12%
7,023
+89
29
$2.09M 1.12%
19,203
-236
30
$2.06M 1.1%
4,324
+52
31
$2.01M 1.07%
35,490
-1,440
32
$1.9M 1.01%
9,207
-55
33
$1.85M 0.99%
38,688
+90
34
$1.77M 0.94%
8,468
-25
35
$1.71M 0.91%
118,484
-1,401
36
$1.68M 0.9%
62,829
+5,094
37
$1.65M 0.88%
14,650
+2
38
$1.61M 0.86%
31,030
-67
39
$1.59M 0.85%
10,716
+72
40
$1.54M 0.82%
56,239
+110
41
$1.48M 0.79%
15,961
+62
42
$1.47M 0.78%
58,423
-2,174
43
$1.46M 0.78%
56,213
+1,496
44
$1.38M 0.74%
3,798
45
$1.37M 0.73%
11,665
-23
46
$1.29M 0.69%
47,883
+753
47
$1.26M 0.67%
49,160
+3,724
48
$1.2M 0.64%
5,915
-135
49
$1.16M 0.62%
38,996
+2,924
50
$1.14M 0.61%
25,542
+740
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