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
$159M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.29M
3
+$308K
4
FLO icon
Flowers Foods
FLO
+$265K
5
MDLZ icon
Mondelez International
MDLZ
+$234K

Top Sells

1
+$1.39M
2
+$780K
3
+$504K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$490K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$383K

Sector Composition

1 Consumer Staples 10.22%
2 Financials 9.51%
3 Healthcare 8.35%
4 Technology 7.87%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.2%
49,065
-12,574
27
$1.9M 1.19%
42,540
+2,451
28
$1.83M 1.15%
63,684
+9,238
29
$1.83M 1.15%
11,077
-150
30
$1.76M 1.1%
38,392
-1,979
31
$1.7M 1.07%
7,938
-130
32
$1.65M 1.03%
4,291
+2
33
$1.56M 0.98%
17,910
-83
34
$1.53M 0.96%
4,184
+1
35
$1.53M 0.96%
31,605
-1,820
36
$1.53M 0.96%
69,750
+1,044
37
$1.5M 0.94%
15,642
+4
38
$1.46M 0.92%
17,252
-246
39
$1.35M 0.85%
9,059
-12
40
$1.34M 0.84%
118,359
-17
41
$1.34M 0.84%
54,733
-445
42
$1.31M 0.82%
11,808
+9
43
$1.29M 0.81%
+14,656
44
$1.23M 0.77%
11,195
+75
45
$1.16M 0.73%
27,614
+793
46
$1.12M 0.71%
44,634
+21
47
$1.05M 0.66%
10,521
+5
48
$1.04M 0.65%
3,942
-35
49
$1.03M 0.65%
26,167
+27
50
$1.02M 0.64%
7,254
-20
1
2
3 4 5