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
$162M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$245K
2 +$216K
3 +$206K
4
ITW icon
Illinois Tool Works
ITW
+$205K
5
LLY icon
Eli Lilly
LLY
+$83.4K

Top Sells

1 +$2.18M
2 +$309K
3 +$276K
4
MSFT icon
Microsoft
MSFT
+$249K
5
EPD icon
Enterprise Products Partners
EPD
+$245K

Sector Composition

1 Technology 9.75%
2 Financials 9.3%
3 Consumer Staples 9.29%
4 Industrials 8.4%
5 Healthcare 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.06M 0.65%
6,474
-652
52
$1.03M 0.63%
20,401
-1,007
53
$984K 0.61%
5,191
54
$979K 0.6%
18,950
55
$967K 0.6%
2,362
-45
56
$960K 0.59%
25,457
-412
57
$925K 0.57%
18,792
-10
58
$890K 0.55%
26,420
+4
59
$860K 0.53%
5,660
+96
60
$860K 0.53%
11,449
+29
61
$856K 0.53%
5,038
+1
62
$836K 0.52%
20,107
+220
63
$834K 0.52%
3,213
+1
64
$831K 0.51%
44,940
-440
65
$828K 0.51%
5,726
-35
66
$803K 0.5%
8,787
-300
67
$794K 0.49%
9,622
-98
68
$791K 0.49%
7,844
+1
69
$757K 0.47%
14,994
-239
70
$711K 0.44%
12,969
-2,052
71
$695K 0.43%
17,124
+21
72
$694K 0.43%
28,017
-909
73
$679K 0.42%
3,903
74
$626K 0.39%
4,443
-48
75
$624K 0.39%
4,017
+175