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
$136M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.76M
3
+$1.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$367K
5
PYPL icon
PayPal
PYPL
+$340K

Top Sells

1
+$163K
2
+$85.2K
3
+$49.4K
4
WM icon
Waste Management
WM
+$37K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$35.9K

Sector Composition

1 Financials 10.06%
2 Consumer Staples 9.65%
3 Technology 8.43%
4 Industrials 8.11%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.4%
17,971
+32
77
$534K 0.39%
5,855
78
$527K 0.39%
7,460
+60
79
$527K 0.39%
3,681
-3
80
$519K 0.38%
7,602
81
$512K 0.38%
8,707
+9
82
$498K 0.37%
3,331
+1
83
$489K 0.36%
3,458
+591
84
$483K 0.36%
27,564
+363
85
$472K 0.35%
2,792
86
$461K 0.34%
7,428
87
$458K 0.34%
37,550
+2,650
88
$449K 0.33%
2,433
+1
89
$438K 0.32%
3,936
+122
90
$429K 0.32%
3,995
91
$415K 0.31%
17,037
-10
92
$409K 0.3%
7,692
+308
93
$391K 0.29%
26,306
+848
94
$386K 0.28%
7,401
-269
95
$359K 0.26%
4,566
-291
96
$340K 0.25%
+1,950
97
$337K 0.25%
20,644
+24
98
$325K 0.24%
3,718
99
$313K 0.23%
1,570
100
$306K 0.23%
4,000
1 2 3
4
5