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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$235K
3
+$226K
4
DEO icon
Diageo
DEO
+$220K
5
WY icon
Weyerhaeuser
WY
+$219K

Top Sells

1
+$112K
2
+$94.8K
3
+$81.5K
4
IBM icon
IBM
IBM
+$78.7K
5
MSFT icon
Microsoft
MSFT
+$59.5K

Sector Composition

1 Financials 10.84%
2 Technology 9.39%
3 Consumer Staples 9.08%
4 Industrials 7.47%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.6%
22,220
+1,069
52
$1.13M 0.6%
6,156
+14
53
$1.11M 0.59%
19,475
-217
54
$1.1M 0.58%
21,282
+5
55
$1.06M 0.57%
6,380
-40
56
$1.05M 0.56%
2,642
-70
57
$1.05M 0.56%
21,939
-2,344
58
$1.02M 0.54%
6,102
-62
59
$950K 0.51%
11,357
+8
60
$947K 0.5%
48,718
+6,180
61
$932K 0.5%
35,268
+1,135
62
$931K 0.5%
19,401
63
$928K 0.49%
14,646
-265
64
$919K 0.49%
4,087
65
$918K 0.49%
15,674
+483
66
$910K 0.48%
11,868
+11
67
$907K 0.48%
6,788
-589
68
$882K 0.47%
5,080
+2
69
$871K 0.46%
7,602
70
$859K 0.46%
5,940
+280
71
$856K 0.46%
15,090
-140
72
$847K 0.45%
3,068
-58
73
$814K 0.43%
3,660
+205
74
$777K 0.41%
19,887
-98
75
$745K 0.4%
4,758
-245
1 2
3
4 5