MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
+4.65%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+4.3%)
Cap. Flow
-$15K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
26.29%
Holding
147
New
3
Increased
55
Reduced
39
Closed
5
Top Buys
| 1 |
Capital City Bank Group
CCBG
|
$758K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$472K |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$446K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$410K |
| 5 |
BlackRock Municipal Income Trust II
BLE
|
$315K |
Top Sells
| 1 |
BP
BP
|
$783K |
| 2 |
Apple
AAPL
|
$532K |
| 3 |
Novartis
NVS
|
$308K |
| 4 |
MFT
BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND
MFT
|
$304K |
| 5 |
Diageo
DEO
|
$234K |
Sector Composition
| 1 | Financials | 11.7% |
| 2 | Consumer Staples | 8.63% |
| 3 | Technology | 8.47% |
| 4 | Industrials | 8.13% |
| 5 | Healthcare | 6.02% |
