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
$186M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$441K
3
+$411K
4
DIS icon
Walt Disney
DIS
+$385K
5
HD icon
Home Depot
HD
+$280K

Top Sells

1
+$249K
2
+$240K
3
+$236K
4
WY icon
Weyerhaeuser
WY
+$219K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Financials 11.83%
2 Consumer Staples 8.93%
3 Technology 8.93%
4 Industrials 7.33%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.57%
25,739
+197
52
$1.05M 0.56%
21,143
-139
53
$1.04M 0.56%
6,380
54
$1.03M 0.55%
19,477
+2
55
$988K 0.53%
4,087
56
$971K 0.52%
11,829
-39
57
$967K 0.52%
6,102
58
$958K 0.51%
2,642
59
$955K 0.51%
14,982
-108
60
$944K 0.51%
11,436
+1
61
$941K 0.51%
6,156
62
$940K 0.5%
19,401
63
$939K 0.5%
20,519
-1,420
64
$917K 0.49%
19,887
65
$904K 0.49%
5,307
+1,312
66
$894K 0.48%
35,412
+144
67
$893K 0.48%
48,652
-66
68
$888K 0.48%
5,815
-100
69
$886K 0.48%
6,814
+26
70
$868K 0.47%
11,365
+8
71
$865K 0.46%
15,253
-421
72
$840K 0.45%
5,018
-62
73
$830K 0.45%
5,940
74
$820K 0.44%
7,602
75
$817K 0.44%
14,646
1 2
3
4 5