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
+$48.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$366K
3
+$217K
4
NVS icon
Novartis
NVS
+$209K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$119K

Top Sells

1
+$239K
2
+$210K
3
+$200K
4
MMM icon
3M
MMM
+$146K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Technology 9.67%
2 Financials 9.35%
3 Consumer Staples 8.37%
4 Healthcare 8%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.63%
41,919
52
$1.08M 0.63%
6,251
-27
53
$1.07M 0.62%
5,091
-100
54
$1.07M 0.62%
12,098
-580
55
$1.05M 0.61%
11,393
-398
56
$1.04M 0.61%
26,209
+12
57
$1.03M 0.6%
24,961
-522
58
$1.02M 0.59%
2,125
-48
59
$940K 0.55%
18,400
60
$933K 0.54%
3,214
61
$873K 0.51%
5,734
+490
62
$860K 0.5%
9,627
+3
63
$838K 0.49%
7,065
+881
64
$833K 0.48%
43,356
-1,146
65
$832K 0.48%
5,043
+3
66
$771K 0.45%
7,845
+1
67
$765K 0.45%
8,678
-13
68
$750K 0.44%
4,088
-215
69
$746K 0.43%
7,299
-1,428
70
$707K 0.41%
17,402
+171
71
$701K 0.41%
17,201
+29
72
$697K 0.41%
28,017
73
$694K 0.4%
3,811
-245
74
$688K 0.4%
14,479
75
$687K 0.4%
12,959
+1
1 2
3
4 5