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
$136M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.76M
3
+$1.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$367K
5
PYPL icon
PayPal
PYPL
+$340K

Top Sells

1
+$163K
2
+$85.2K
3
+$49.4K
4
WM icon
Waste Management
WM
+$37K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$35.9K

Sector Composition

1 Financials 10.06%
2 Consumer Staples 9.65%
3 Technology 8.43%
4 Industrials 8.11%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$979K 0.72%
3,798
52
$958K 0.71%
75,448
+28,864
53
$872K 0.64%
6,320
+180
54
$756K 0.56%
28,008
55
$752K 0.55%
6,518
+690
56
$740K 0.55%
42,900
57
$740K 0.55%
32,410
+799
58
$708K 0.52%
7,724
59
$700K 0.52%
2,826
-24
60
$695K 0.51%
6,558
-349
61
$692K 0.51%
15,484
+47
62
$685K 0.51%
14,687
+527
63
$678K 0.5%
5,130
+3
64
$661K 0.49%
16,217
+428
65
$658K 0.49%
4,006
+2
66
$650K 0.48%
7,445
67
$649K 0.48%
17,296
+637
68
$645K 0.48%
21,192
69
$645K 0.48%
27,154
-568
70
$627K 0.46%
47,267
71
$612K 0.45%
6,878
-339
72
$592K 0.44%
23,138
+119
73
$589K 0.43%
3,051
74
$583K 0.43%
11,236
+24
75
$569K 0.42%
9,492
1 2
3
4 5