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
$172M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$663K
3
+$309K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$302K

Top Sells

1
+$2.01M
2
+$1.59M
3
+$382K
4
MSFT icon
Microsoft
MSFT
+$243K
5
HD icon
Home Depot
HD
+$220K

Sector Composition

1 Financials 9.45%
2 Technology 9.04%
3 Consumer Staples 8.4%
4 Industrials 8.27%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$655K 0.38%
4,303
-140
77
$589K 0.34%
2,174
+1,131
78
$583K 0.34%
4,159
79
$576K 0.34%
14,777
80
$575K 0.34%
2,062
81
$575K 0.33%
1,445
82
$572K 0.33%
6,161
83
$568K 0.33%
2,837
+55
84
$567K 0.33%
2,698
-9
85
$553K 0.32%
1,961
86
$552K 0.32%
2,132
87
$539K 0.31%
2,192
88
$534K 0.31%
5,623
89
$499K 0.29%
6,506
-12
90
$498K 0.29%
6,000
91
$492K 0.29%
3,260
-140
92
$485K 0.28%
1,685
93
$471K 0.27%
5,410
-412
94
$464K 0.27%
12,813
95
$460K 0.27%
3,917
96
$460K 0.27%
8,478
-179
97
$451K 0.26%
3,809
+214
98
$447K 0.26%
3,562
99
$435K 0.25%
896
100
$426K 0.25%
1,635
+8
2 3
4
5 6