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
$150M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$232K
3
+$210K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$183K
5
IBM icon
IBM
IBM
+$94.1K

Top Sells

1
+$1.7M
2
+$201K
3
+$198K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$133K
5
T icon
AT&T
T
+$130K

Sector Composition

1 Technology 9.25%
2 Financials 8.84%
3 Consumer Staples 8.6%
4 Industrials 7.56%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$939K 0.63%
4,086
-116
52
$930K 0.62%
6,107
+1
53
$919K 0.61%
7,637
+782
54
$917K 0.61%
42,900
55
$883K 0.59%
2,815
+12
56
$878K 0.58%
7,496
-228
57
$878K 0.58%
6,050
58
$871K 0.58%
15,685
+885
59
$858K 0.57%
31,345
-169
60
$823K 0.55%
27,159
+2
61
$756K 0.5%
15,773
-553
62
$752K 0.5%
5,072
+2
63
$727K 0.48%
6,161
-399
64
$723K 0.48%
11,332
+84
65
$699K 0.47%
7,602
66
$698K 0.47%
3,559
-64
67
$676K 0.45%
15,100
+808
68
$667K 0.44%
3,051
69
$661K 0.44%
6,887
-233
70
$661K 0.44%
5,161
-1,035
71
$653K 0.44%
7,460
72
$647K 0.43%
20,213
-279
73
$619K 0.41%
3,677
+1
74
$617K 0.41%
17,595
+28
75
$609K 0.41%
26,790
+357
1 2
3
4 5