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
$156M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.4M
3
+$309K
4
GPN icon
Global Payments
GPN
+$207K
5
NVS icon
Novartis
NVS
+$201K

Top Sells

1
+$365K
2
+$228K
3
+$225K
4
LMT icon
Lockheed Martin
LMT
+$220K
5
NSC icon
Norfolk Southern
NSC
+$204K

Sector Composition

1 Consumer Staples 9.66%
2 Technology 9.19%
3 Financials 9.06%
4 Healthcare 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.63%
5,191
52
$975K 0.63%
4,807
-175
53
$929K 0.6%
6,093
+1
54
$926K 0.6%
18,950
-1,561
55
$862K 0.55%
2,407
-127
56
$853K 0.55%
5,037
+12
57
$838K 0.54%
25,869
+31
58
$819K 0.53%
15,233
+501
59
$781K 0.5%
11,420
60
$780K 0.5%
19,887
+196
61
$775K 0.5%
15,021
62
$771K 0.5%
45,380
-450
63
$768K 0.49%
18,802
+120
64
$761K 0.49%
21,408
+15
65
$746K 0.48%
9,720
+2
66
$723K 0.46%
26,416
+52
67
$711K 0.46%
9,087
-1,688
68
$710K 0.46%
3,212
69
$707K 0.45%
5,564
-893
70
$705K 0.45%
28,926
-1,113
71
$681K 0.44%
7,843
+1
72
$640K 0.41%
5,761
+32
73
$639K 0.41%
17,103
74
$622K 0.4%
18,555
75
$600K 0.39%
3,903
1 2
3
4 5