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
$140M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$303K
3
+$227K
4
PYPL icon
PayPal
PYPL
+$217K
5
NEE icon
NextEra Energy
NEE
+$208K

Top Sells

1
+$3.18M
2
+$1.97M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$571K
5
SR icon
Spire
SR
+$452K

Sector Composition

1 Financials 9.91%
2 Consumer Staples 8.32%
3 Healthcare 7.29%
4 Industrials 6.94%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$536K 0.38%
2,872
+52
77
$523K 0.37%
3,016
78
$517K 0.37%
8,266
+13
79
$500K 0.36%
11,168
+20
80
$472K 0.34%
2,792
81
$441K 0.31%
3,977
+2
82
$435K 0.31%
5,712
-20
83
$435K 0.31%
16,596
+15
84
$432K 0.31%
34,900
-3,000
85
$430K 0.31%
22,617
+759
86
$414K 0.29%
3,438
+3
87
$413K 0.29%
3,100
-493
88
$399K 0.28%
3,995
-570
89
$395K 0.28%
7,300
90
$374K 0.27%
7,428
91
$368K 0.26%
4,614
+10
92
$363K 0.26%
7,697
-87
93
$361K 0.26%
3,499
+215
94
$360K 0.26%
6,872
-899
95
$358K 0.25%
4,091
-124
96
$339K 0.24%
3,718
-431
97
$330K 0.24%
6,969
98
$326K 0.23%
2,216
99
$323K 0.23%
7,133
+175
100
$323K 0.23%
3,693
-951
2 3
4
5 6