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
$173M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$118K
2
+$118K
3
+$118K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$64.2K

Top Sells

1
+$2.05M
2
+$242K
3
+$242K
4
EPD icon
Enterprise Products Partners
EPD
+$216K
5
DE icon
Deere & Co
DE
+$208K

Sector Composition

1 Financials 10.78%
2 Technology 8.89%
3 Consumer Staples 8.79%
4 Industrials 7.52%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.64%
36,072
+368
52
$1.07M 0.62%
21,151
-352
53
$1.05M 0.61%
6,420
54
$1.05M 0.61%
24,802
+216
55
$1.04M 0.6%
6,050
56
$980K 0.57%
7,377
+2
57
$971K 0.56%
2,712
+15
58
$921K 0.53%
6,164
+1
59
$916K 0.53%
34,133
+416
60
$901K 0.52%
7,191
-265
61
$900K 0.52%
19,401
-40
62
$891K 0.52%
11,857
-328
63
$891K 0.52%
15,191
-267
64
$877K 0.51%
15,230
-104
65
$869K 0.5%
4,087
-4
66
$839K 0.49%
11,349
+4
67
$830K 0.48%
7,602
68
$823K 0.48%
42,538
+3,292
69
$812K 0.47%
14,911
70
$795K 0.46%
19,985
-66
71
$792K 0.46%
6,142
+8
72
$764K 0.44%
5,078
+2
73
$756K 0.44%
3,455
-53
74
$754K 0.44%
5,660
75
$728K 0.42%
5,003
1 2
3
4 5