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
+$48.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$366K
3
+$217K
4
NVS icon
Novartis
NVS
+$209K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$119K

Top Sells

1
+$239K
2
+$210K
3
+$200K
4
MMM icon
3M
MMM
+$146K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Technology 9.67%
2 Financials 9.35%
3 Consumer Staples 8.37%
4 Healthcare 8%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.11%
41,751
+255
27
$1.88M 1.09%
4,616
-80
28
$1.88M 1.09%
11,993
-150
29
$1.75M 1.02%
67,359
-120
30
$1.72M 1%
15,618
+3
31
$1.64M 0.96%
7,694
32
$1.63M 0.95%
27,864
+155
33
$1.57M 0.91%
15,805
34
$1.48M 0.86%
4,514
-250
35
$1.46M 0.85%
34,335
+74
36
$1.38M 0.8%
11,140
-142
37
$1.3M 0.76%
6,096
+1
38
$1.28M 0.75%
109,516
-130
39
$1.26M 0.73%
10,932
+7
40
$1.26M 0.73%
8,501
+2
41
$1.23M 0.72%
55,627
-661
42
$1.21M 0.7%
24,461
-1,372
43
$1.17M 0.68%
44,202
-1,687
44
$1.15M 0.67%
5,974
-3
45
$1.14M 0.66%
5,727
+1
46
$1.14M 0.66%
3,639
-110
47
$1.13M 0.66%
45,153
-296
48
$1.12M 0.65%
40,131
-820
49
$1.12M 0.65%
47,228
-278
50
$1.1M 0.64%
18,518
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