MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $205M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$266K
3
+$266K
4
CELH icon
Celsius Holdings
CELH
+$214K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$210K

Top Sells

1
+$321K
2
+$291K
3
+$242K
4
CMI icon
Cummins
CMI
+$219K
5
LMT icon
Lockheed Martin
LMT
+$209K

Sector Composition

1 Financials 12.29%
2 Technology 9.05%
3 Consumer Staples 8.1%
4 Healthcare 7.36%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.58%
24,976
-394
52
$1.01M 0.57%
8,465
+532
53
$1M 0.56%
22,092
+272
54
$992K 0.56%
8,922
+2
55
$983K 0.55%
3,847
56
$950K 0.53%
2,026
-134
57
$948K 0.53%
6,454
-3
58
$938K 0.53%
10,455
+9
59
$914K 0.51%
48,059
-5,552
60
$911K 0.51%
7,065
61
$887K 0.5%
35,016
-2,642
62
$880K 0.49%
5,725
63
$876K 0.49%
3,216
64
$860K 0.48%
8,241
+2
65
$853K 0.48%
9,420
-438
66
$827K 0.46%
16,400
67
$802K 0.45%
40,523
-755
68
$795K 0.45%
28,852
-11,654
69
$788K 0.44%
12,765
-480
70
$753K 0.42%
16,893
+25
71
$743K 0.42%
2,121
72
$738K 0.41%
4,925
+4
73
$733K 0.41%
3,845
+147
74
$731K 0.41%
17,809
-26
75
$707K 0.4%
2,881
1 2
3
4 5