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
$154M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$71.6K
2
+$69.1K
3
+$64.5K
4
NEE icon
NextEra Energy
NEE
+$61.9K
5
LLY icon
Eli Lilly
LLY
+$60K

Top Sells

1
+$4.09M
2
+$1.8M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$355K
5
CTVA icon
Corteva
CTVA
+$317K

Sector Composition

1 Financials 8.9%
2 Technology 8.7%
3 Consumer Staples 8.51%
4 Healthcare 8.37%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.14%
39,963
+1,169
27
$1.74M 1.13%
40,476
-4,630
28
$1.7M 1.1%
11,754
+4
29
$1.67M 1.08%
17,696
+200
30
$1.66M 1.07%
4,375
+1
31
$1.65M 1.07%
9,217
32
$1.61M 1.05%
18,921
-226
33
$1.51M 0.98%
33,420
-2,025
34
$1.47M 0.95%
8,468
35
$1.39M 0.9%
55,699
-2,374
36
$1.39M 0.9%
66,555
+1,998
37
$1.39M 0.9%
56,172
-1,102
38
$1.39M 0.9%
52,752
-3,424
39
$1.36M 0.88%
4,201
+185
40
$1.36M 0.88%
26,719
-4,177
41
$1.29M 0.84%
9,162
-112
42
$1.29M 0.84%
119,081
+457
43
$1.26M 0.82%
15,834
-132
44
$1.17M 0.76%
3,798
45
$1.16M 0.75%
10,750
+23
46
$1.15M 0.75%
45,455
+2,821
47
$1.07M 0.7%
11,789
-40
48
$1.06M 0.69%
44,589
+21
49
$1.03M 0.67%
7,271
+457
50
$1.01M 0.65%
24,660
+814
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