MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM $179M
1-Year Return
13.21%
This Quarter Return
+1.39%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$179M
AUM Growth
+$1.7M
(+0.96%)
Cap. Flow
+$904K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
31%
Holding
137
New
3
Increased
37
Reduced
33
Closed
5
Top Buys
| 1 |
Capital City Bank Group
CCBG
|
+$1.6M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
+$266K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$266K |
| 4 |
Celsius Holdings
CELH
|
+$214K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$210K |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$321K |
| 2 |
Nuveen Municipal Credit Income Fund
NZF
|
+$291K |
| 3 |
Eaton
ETN
|
+$242K |
| 4 |
Cummins
CMI
|
+$219K |
| 5 |
Lockheed Martin
LMT
|
+$209K |
Sector Composition
| 1 | Financials | 12.29% |
| 2 | Technology | 9.05% |
| 3 | Consumer Staples | 8.1% |
| 4 | Healthcare | 7.36% |
| 5 | Industrials | 6.71% |
