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
$140M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$303K
3
+$227K
4
PYPL icon
PayPal
PYPL
+$217K
5
NEE icon
NextEra Energy
NEE
+$208K

Top Sells

1
+$3.18M
2
+$1.97M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$571K
5
SR icon
Spire
SR
+$452K

Sector Composition

1 Financials 9.91%
2 Consumer Staples 8.32%
3 Healthcare 7.29%
4 Industrials 6.94%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$914K 0.65%
7,216
-193
52
$900K 0.64%
14,323
-60
53
$893K 0.64%
+18,110
54
$858K 0.61%
29,571
-390
55
$823K 0.59%
32,509
-742
56
$812K 0.58%
31,722
+3,712
57
$807K 0.57%
4,379
58
$796K 0.57%
6,903
-910
59
$792K 0.56%
14,462
-1,745
60
$765K 0.54%
21,192
-87
61
$755K 0.54%
10,056
-7,601
62
$752K 0.54%
7,723
-500
63
$748K 0.53%
7,445
-40
64
$709K 0.5%
5,375
-229
65
$703K 0.5%
39,765
+738
66
$679K 0.48%
5,176
-343
67
$678K 0.48%
11,292
-2,500
68
$657K 0.47%
47,267
69
$617K 0.44%
7,880
70
$605K 0.43%
3,328
-128
71
$604K 0.43%
6,380
-180
72
$603K 0.43%
17,864
+20
73
$597K 0.43%
8,455
-50
74
$569K 0.41%
2,740
-53
75
$564K 0.4%
3,625
-53
1 2
3
4 5