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
$154M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$71.6K
2
+$69.1K
3
+$64.5K
4
NEE icon
NextEra Energy
NEE
+$61.9K
5
LLY icon
Eli Lilly
LLY
+$60K

Top Sells

1
+$4.09M
2
+$1.8M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$355K
5
CTVA icon
Corteva
CTVA
+$317K

Sector Composition

1 Financials 8.9%
2 Technology 8.7%
3 Consumer Staples 8.51%
4 Healthcare 8.37%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.65%
51,526
-1,210
52
$994K 0.64%
4,087
53
$986K 0.64%
19,480
+3
54
$974K 0.63%
11,372
-64
55
$934K 0.61%
6,104
+2
56
$853K 0.55%
34,515
-897
57
$837K 0.54%
5,020
+2
58
$812K 0.53%
20,739
+220
59
$811K 0.53%
21,667
+524
60
$806K 0.52%
5,191
-116
61
$801K 0.52%
25,742
+3
62
$794K 0.51%
6,215
+59
63
$791K 0.51%
18,707
-1,180
64
$755K 0.49%
5,815
65
$755K 0.49%
19,282
-119
66
$749K 0.49%
2,672
+30
67
$745K 0.48%
14,428
-554
68
$741K 0.48%
47,116
-1,536
69
$724K 0.47%
6,836
70
$719K 0.47%
15,153
-100
71
$710K 0.46%
3,209
+1
72
$703K 0.46%
7,602
73
$686K 0.44%
11,373
+8
74
$680K 0.44%
4,946
-33
75
$660K 0.43%
17,005
+18
1 2
3
4 5