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
$146M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$248K
3
+$240K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$230K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$228K

Top Sells

1
+$229K
2
+$221K
3
+$137K
4
BP icon
BP
BP
+$74.7K
5
MRK icon
Merck
MRK
+$40.6K

Sector Composition

1 Financials 10.76%
2 Consumer Staples 9.27%
3 Industrials 7.71%
4 Healthcare 7.25%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$973K 0.67%
53,337
+1,719
52
$875K 0.6%
16,207
53
$852K 0.59%
14,383
-150
54
$851K 0.58%
17,802
+432
55
$832K 0.57%
4,379
56
$827K 0.57%
29,961
-300
57
$827K 0.57%
13,792
58
$812K 0.56%
7,813
+2
59
$800K 0.55%
7,409
60
$788K 0.54%
33,251
+97
61
$772K 0.53%
21,279
62
$756K 0.52%
5,604
63
$749K 0.51%
8,223
64
$745K 0.51%
7,485
65
$697K 0.48%
28,010
66
$680K 0.47%
39,027
-381
67
$676K 0.46%
5,519
-22
68
$637K 0.44%
47,267
-1,706
69
$608K 0.42%
7,880
70
$585K 0.4%
3,456
71
$584K 0.4%
6,560
72
$579K 0.4%
17,844
+35
73
$563K 0.39%
3,678
-50
74
$530K 0.36%
2,793
+1
75
$516K 0.35%
3,975
+2
1 2
3
4 5