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
$172M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$663K
3
+$309K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$302K

Top Sells

1
+$2.01M
2
+$1.59M
3
+$382K
4
MSFT icon
Microsoft
MSFT
+$243K
5
HD icon
Home Depot
HD
+$220K

Sector Composition

1 Financials 9.45%
2 Technology 9.04%
3 Consumer Staples 8.4%
4 Industrials 8.27%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.13%
15,805
+3
27
$1.92M 1.12%
41,496
-3,017
28
$1.92M 1.12%
11,007
29
$1.92M 1.12%
12,143
-193
30
$1.83M 1.07%
67,479
-351
31
$1.77M 1.03%
15,615
+4
32
$1.68M 0.98%
27,709
-41
33
$1.58M 0.92%
7,694
34
$1.51M 0.88%
8,499
-328
35
$1.49M 0.87%
11,282
-1
36
$1.46M 0.85%
34,261
+78
37
$1.43M 0.83%
4,764
38
$1.34M 0.78%
56,288
-6,949
39
$1.3M 0.76%
6,095
+1
40
$1.3M 0.76%
109,646
-9,144
41
$1.3M 0.75%
25,833
+220
42
$1.27M 0.74%
10,925
-63
43
$1.2M 0.7%
6,278
-196
44
$1.17M 0.68%
47,506
-402
45
$1.16M 0.67%
45,889
-574
46
$1.14M 0.66%
45,449
47
$1.14M 0.66%
12,678
-394
48
$1.14M 0.66%
40,951
-1,211
49
$1.13M 0.66%
41,919
+18
50
$1.08M 0.63%
5,977
+317
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2
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