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
+$48.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$366K
3
+$217K
4
NVS icon
Novartis
NVS
+$209K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$119K

Top Sells

1
+$239K
2
+$210K
3
+$200K
4
MMM icon
3M
MMM
+$146K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Technology 9.67%
2 Financials 9.35%
3 Consumer Staples 8.37%
4 Healthcare 8%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$644K 0.38%
2,455
+281
77
$629K 0.37%
20,299
-90
78
$594K 0.35%
3,260
79
$574K 0.33%
6,161
80
$574K 0.33%
2,837
81
$572K 0.33%
14,721
-56
82
$565K 0.33%
1,445
83
$560K 0.33%
2,760
+62
84
$544K 0.32%
2,132
85
$528K 0.31%
3,319
-840
86
$524K 0.3%
6,506
87
$503K 0.29%
3,562
88
$503K 0.29%
5,535
-88
89
$496K 0.29%
2,192
90
$486K 0.28%
1,635
-50
91
$482K 0.28%
1,836
-226
92
$481K 0.28%
1,886
-75
93
$456K 0.27%
12,813
94
$452K 0.26%
896
95
$436K 0.25%
3,720
-197
96
$431K 0.25%
3,800
-9
97
$418K 0.24%
5,310
-100
98
$409K 0.24%
1,635
99
$397K 0.23%
3,000
100
$396K 0.23%
100
2 3
4
5 6