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
$150M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$232K
3
+$210K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$183K
5
IBM icon
IBM
IBM
+$94.1K

Top Sells

1
+$1.7M
2
+$201K
3
+$198K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$133K
5
T icon
AT&T
T
+$130K

Sector Composition

1 Technology 9.25%
2 Financials 8.84%
3 Consumer Staples 8.6%
4 Industrials 7.56%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$585K 0.39%
19,374
-1,420
77
$581K 0.39%
2,792
78
$577K 0.38%
26,553
-5,966
79
$555K 0.37%
35,903
-13,000
80
$546K 0.36%
3,234
-114
81
$541K 0.36%
17,642
-163
82
$512K 0.34%
8,247
-460
83
$501K 0.33%
2,333
-28
84
$484K 0.32%
3,253
+1
85
$484K 0.32%
26,884
+1,260
86
$481K 0.32%
11,662
-2,508
87
$473K 0.32%
7,884
-608
88
$467K 0.31%
6,574
-320
89
$467K 0.31%
3,995
90
$464K 0.31%
20,856
+724
91
$457K 0.3%
1,950
92
$456K 0.3%
2,116
-7,906
93
$456K 0.3%
34,900
94
$440K 0.29%
3,341
+108
95
$434K 0.29%
7,429
+320
96
$420K 0.28%
1,570
97
$393K 0.26%
7,329
+1
98
$390K 0.26%
2,894
-67
99
$389K 0.26%
4,576
+10
100
$377K 0.25%
4,000
2 3
4
5 6