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
$154M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$71.6K
2
+$69.1K
3
+$64.5K
4
NEE icon
NextEra Energy
NEE
+$61.9K
5
LLY icon
Eli Lilly
LLY
+$60K

Top Sells

1
+$4.09M
2
+$1.8M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$355K
5
CTVA icon
Corteva
CTVA
+$317K

Sector Composition

1 Financials 8.9%
2 Technology 8.7%
3 Consumer Staples 8.51%
4 Healthcare 8.37%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$659K 0.43%
6,200
-180
77
$645K 0.42%
7,191
78
$641K 0.42%
8,321
79
$641K 0.42%
5,860
-80
80
$633K 0.41%
14,851
+205
81
$606K 0.39%
3,077
82
$595K 0.39%
2,792
83
$594K 0.38%
3,507
-155
84
$568K 0.37%
2,301
85
$529K 0.34%
9,563
86
$493K 0.32%
2,699
+2
87
$466K 0.3%
3,422
+3
88
$455K 0.29%
4,783
89
$454K 0.29%
7,652
90
$450K 0.29%
18,930
-251
91
$419K 0.27%
2,132
92
$414K 0.27%
6,181
93
$411K 0.27%
3,038
-497
94
$410K 0.27%
7,838
+1
95
$402K 0.26%
4,256
+8
96
$388K 0.25%
18,498
-7,145
97
$385K 0.25%
35,903
98
$383K 0.25%
4,003
+100
99
$374K 0.24%
3,288
100
$373K 0.24%
34,900
-2,650
2 3
4
5 6