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
$172M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$663K
3
+$309K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$302K

Top Sells

1
+$2.01M
2
+$1.59M
3
+$382K
4
MSFT icon
Microsoft
MSFT
+$243K
5
HD icon
Home Depot
HD
+$220K

Sector Composition

1 Financials 9.45%
2 Technology 9.04%
3 Consumer Staples 8.4%
4 Industrials 8.27%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.62%
18,518
-274
52
$1.07M 0.62%
25,483
+26
53
$1.07M 0.62%
5,191
54
$1.07M 0.62%
3,749
55
$996K 0.58%
11,791
+342
56
$993K 0.58%
26,197
-223
57
$969K 0.56%
5,726
58
$965K 0.56%
2,173
-189
59
$945K 0.55%
18,400
-550
60
$908K 0.53%
3,214
+1
61
$901K 0.52%
20,389
-12
62
$882K 0.51%
5,040
+2
63
$878K 0.51%
7,844
64
$868K 0.51%
44,502
-438
65
$833K 0.48%
5,244
+1,227
66
$826K 0.48%
9,624
+2
67
$793K 0.46%
8,691
+1,000
68
$774K 0.45%
8,727
-60
69
$758K 0.44%
4,056
+153
70
$751K 0.44%
12,958
-11
71
$748K 0.44%
6,184
+2,499
72
$725K 0.42%
17,172
+48
73
$723K 0.42%
14,479
-515
74
$710K 0.41%
17,231
-2,876
75
$695K 0.4%
28,017
1 2
3
4 5