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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$235K
3
+$226K
4
DEO icon
Diageo
DEO
+$220K
5
WY icon
Weyerhaeuser
WY
+$219K

Top Sells

1
+$112K
2
+$94.8K
3
+$81.5K
4
IBM icon
IBM
IBM
+$78.7K
5
MSFT icon
Microsoft
MSFT
+$59.5K

Sector Composition

1 Financials 10.84%
2 Technology 9.39%
3 Consumer Staples 9.08%
4 Industrials 7.47%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.4%
7,191
77
$741K 0.39%
6,536
-300
78
$730K 0.39%
16,970
-688
79
$703K 0.37%
2,792
80
$700K 0.37%
11,435
+172
81
$694K 0.37%
3,995
82
$685K 0.37%
3,287
83
$667K 0.36%
3,077
84
$617K 0.33%
2,300
+1
85
$589K 0.31%
2,747
+1
86
$567K 0.3%
3,417
-26
87
$558K 0.3%
9,563
+4,762
88
$558K 0.3%
35,903
89
$523K 0.28%
8,381
90
$517K 0.28%
37,550
91
$495K 0.26%
18,989
+241
92
$495K 0.26%
3,463
+72
93
$493K 0.26%
6,109
-140
94
$492K 0.26%
3,400
+60
95
$469K 0.25%
4,241
+13
96
$467K 0.25%
25,148
-335
97
$458K 0.24%
7,652
-232
98
$449K 0.24%
3,288
-100
99
$446K 0.24%
1,685
100
$446K 0.24%
1,583
+13
2 3
4
5 6