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
$134M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$478K
3
+$314K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$309K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$276K

Top Sells

1
+$228K
2
+$200K
3
+$89K
4
BP icon
BP
BP
+$69.9K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$65.1K

Sector Composition

1 Financials 8.7%
2 Consumer Staples 7.94%
3 Healthcare 7.06%
4 Energy 7.03%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.36%
3,702
+200
77
$487K 0.36%
7,428
78
$468K 0.35%
18,079
+1,596
79
$466K 0.35%
28,350
-2,094
80
$448K 0.33%
5,465
81
$437K 0.33%
2,791
-21
82
$424K 0.32%
2,992
83
$420K 0.31%
8,605
-207
84
$416K 0.31%
7,319
+50
85
$407K 0.3%
7,300
+20
86
$399K 0.3%
3,016
87
$396K 0.3%
34,900
+3,100
88
$393K 0.29%
4,732
+24
89
$392K 0.29%
8,605
+34
90
$388K 0.29%
5,491
91
$374K 0.28%
6,758
-48
92
$370K 0.28%
4,566
+260
93
$368K 0.27%
10,096
+2
94
$348K 0.26%
4,081
+2
95
$344K 0.26%
3,262
+7
96
$334K 0.25%
4,101
-422
97
$326K 0.24%
24,933
+3,800
98
$322K 0.24%
5,732
99
$314K 0.23%
4,604
+2
100
$309K 0.23%
7,121
+1
1 2 3
4
5