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
$159M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.29M
3
+$308K
4
FLO icon
Flowers Foods
FLO
+$265K
5
MDLZ icon
Mondelez International
MDLZ
+$234K

Top Sells

1
+$1.39M
2
+$780K
3
+$504K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$490K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$383K

Sector Composition

1 Consumer Staples 10.22%
2 Financials 9.51%
3 Healthcare 8.35%
4 Technology 7.87%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$999K 0.63%
49,302
-168
52
$976K 0.61%
19,487
+4
53
$958K 0.6%
6,107
+2
54
$930K 0.58%
5,532
-188
55
$907K 0.57%
5,023
+1
56
$878K 0.55%
26,514
-196
57
$859K 0.54%
5,191
58
$825K 0.52%
21,175
+202
59
$823K 0.52%
33,855
60
$796K 0.5%
3,210
+1
61
$779K 0.49%
32,915
-16,090
62
$776K 0.49%
18,801
+119
63
$745K 0.47%
46,246
-870
64
$726K 0.46%
15,247
+515
65
$726K 0.46%
18,555
66
$723K 0.45%
14,345
67
$705K 0.44%
6,536
-300
68
$703K 0.44%
2,640
69
$681K 0.43%
17,055
+28
70
$673K 0.42%
15,643
+560
71
$670K 0.42%
9,315
72
$667K 0.42%
11,396
+15
73
$650K 0.41%
4,483
-434
74
$639K 0.4%
5,815
75
$632K 0.4%
3,042
1 2
3
4 5