MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
+2.01%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+1.1%)
Cap. Flow
-$24.6K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
137
New
4
Increased
48
Reduced
36
Closed
3
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$380K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$364K |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$288K |
| 4 |
American Express
AXP
|
$215K |
| 5 |
Iron Mountain
IRM
|
$212K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$466K |
| 2 |
Norfolk Southern
NSC
|
$222K |
| 3 |
Celsius Holdings
CELH
|
$208K |
| 4 |
Pembina Pipeline
PBA
|
$204K |
| 5 |
Genuine Parts
GPC
|
$167K |
Sector Composition
| 1 | Consumer Staples | 9.88% |
| 2 | Technology | 9.1% |
| 3 | Financials | 8.7% |
| 4 | Healthcare | 7.41% |
| 5 | Industrials | 7.24% |
