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
$186M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$441K
3
+$411K
4
DIS icon
Walt Disney
DIS
+$385K
5
HD icon
Home Depot
HD
+$280K

Top Sells

1
+$249K
2
+$240K
3
+$236K
4
WY icon
Weyerhaeuser
WY
+$219K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Financials 11.83%
2 Consumer Staples 8.93%
3 Technology 8.93%
4 Industrials 7.33%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.19%
12,126
27
$2.05M 1.1%
9,217
+10
28
$2.03M 1.09%
45,106
+62
29
$1.99M 1.07%
4,374
+50
30
$1.97M 1.06%
9,274
+95
31
$1.91M 1.03%
11,750
+85
32
$1.9M 1.02%
35,445
-45
33
$1.87M 1.01%
19,147
-56
34
$1.82M 0.98%
38,794
+106
35
$1.65M 0.89%
8,468
36
$1.63M 0.88%
64,557
+1,728
37
$1.58M 0.85%
118,624
+140
38
$1.57M 0.85%
30,896
-134
39
$1.56M 0.84%
15,966
+5
40
$1.48M 0.79%
14,651
+1
41
$1.45M 0.78%
58,073
-350
42
$1.44M 0.78%
56,176
-63
43
$1.44M 0.77%
57,274
+1,061
44
$1.33M 0.72%
10,727
+11
45
$1.32M 0.71%
3,798
46
$1.25M 0.67%
52,736
+3,576
47
$1.18M 0.64%
42,634
+3,638
48
$1.17M 0.63%
44,568
-3,315
49
$1.15M 0.62%
4,016
+948
50
$1.15M 0.61%
23,846
+1,626
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