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
$159M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.29M
3
+$308K
4
FLO icon
Flowers Foods
FLO
+$265K
5
MDLZ icon
Mondelez International
MDLZ
+$234K

Top Sells

1
+$1.39M
2
+$780K
3
+$504K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$490K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$383K

Sector Composition

1 Consumer Staples 10.22%
2 Financials 9.51%
3 Healthcare 8.35%
4 Technology 7.87%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$603K 0.38%
7,841
+1
77
$599K 0.38%
8,324
78
$578K 0.36%
2,792
79
$571K 0.36%
2,166
-135
80
$566K 0.35%
21,397
+522
81
$559K 0.35%
6,660
+25
82
$559K 0.35%
4,034
-12
83
$559K 0.35%
3,206
-235
84
$554K 0.35%
7,126
+30
85
$540K 0.34%
7,904
+4,503
86
$521K 0.33%
5,867
-20
87
$479K 0.3%
1,445
-2,353
88
$470K 0.3%
2,132
89
$469K 0.29%
2,699
90
$456K 0.29%
4,784
91
$455K 0.29%
7,652
92
$451K 0.28%
3,324
+502
93
$431K 0.27%
4,281
+17
94
$423K 0.27%
18,114
-180
95
$414K 0.26%
6,026
96
$406K 0.26%
6,075
97
$398K 0.25%
4,004
98
$395K 0.25%
3,649
+12
99
$380K 0.24%
37,550
+2,650
100
$373K 0.23%
2,782
2 3
4
5 6