MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $205M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$266K
3
+$266K
4
CELH icon
Celsius Holdings
CELH
+$214K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$210K

Top Sells

1
+$321K
2
+$291K
3
+$242K
4
CMI icon
Cummins
CMI
+$219K
5
LMT icon
Lockheed Martin
LMT
+$209K

Sector Composition

1 Financials 12.29%
2 Technology 9.05%
3 Consumer Staples 8.1%
4 Healthcare 7.36%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.04%
11,151
+101
27
$1.81M 1.01%
10,065
28
$1.68M 0.94%
36,840
-1,087
29
$1.66M 0.93%
63,380
-1,365
30
$1.56M 0.87%
26,665
+15
31
$1.55M 0.87%
14,121
+2
32
$1.5M 0.84%
6,049
33
$1.5M 0.84%
15,198
-410
34
$1.5M 0.84%
7,083
-4
35
$1.46M 0.82%
107,446
-970
36
$1.38M 0.77%
4,089
37
$1.33M 0.75%
31,279
-873
38
$1.29M 0.72%
5,582
-399
39
$1.26M 0.7%
45,037
-1
40
$1.25M 0.7%
14,976
+724
41
$1.24M 0.7%
5,091
42
$1.24M 0.69%
8,185
+2
43
$1.23M 0.69%
6,470
-25
44
$1.19M 0.67%
23,492
-389
45
$1.15M 0.64%
9,668
+92
46
$1.13M 0.63%
3,633
47
$1.13M 0.63%
15,764
-13
48
$1.08M 0.61%
7,847
49
$1.07M 0.6%
11,560
+5
50
$1.05M 0.59%
44,843
-605
1
2
3 4 5