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
$146M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$248K
3
+$240K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$230K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$228K

Top Sells

1
+$229K
2
+$221K
3
+$137K
4
BP icon
BP
BP
+$74.7K
5
MRK icon
Merck
MRK
+$40.6K

Sector Composition

1 Financials 10.76%
2 Consumer Staples 9.27%
3 Industrials 7.71%
4 Healthcare 7.25%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.35%
2,820
77
$480K 0.33%
11,148
+536
78
$471K 0.32%
3,016
79
$467K 0.32%
2,792
80
$452K 0.31%
5,491
81
$452K 0.31%
37,900
82
$445K 0.31%
3,593
-121
83
$431K 0.3%
16,581
-1,005
84
$429K 0.29%
4,565
85
$428K 0.29%
7,300
86
$413K 0.28%
8,253
+16
87
$412K 0.28%
3,435
+3
88
$404K 0.28%
21,858
+117
89
$400K 0.27%
7,428
90
$400K 0.27%
6,969
-300
91
$398K 0.27%
4,644
+12
92
$387K 0.27%
7,771
-445
93
$387K 0.27%
8,505
94
$375K 0.26%
7,784
+1
95
$367K 0.25%
3,284
+9
96
$366K 0.25%
4,215
-129
97
$361K 0.25%
4,604
+8
98
$357K 0.25%
4,149
99
$352K 0.24%
7,047
100
$332K 0.23%
6,958
2 3
4
5 6