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
$146M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$248K
3
+$240K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$230K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$228K

Top Sells

1
+$229K
2
+$221K
3
+$137K
4
BP icon
BP
BP
+$74.7K
5
MRK icon
Merck
MRK
+$40.6K

Sector Composition

1 Financials 10.76%
2 Consumer Staples 9.27%
3 Industrials 7.71%
4 Healthcare 7.25%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$327K 0.22%
5,732
102
$310K 0.21%
2,216
103
$308K 0.21%
4,610
+2
104
$306K 0.21%
7,122
105
$282K 0.19%
4,000
106
$282K 0.19%
1,570
107
$277K 0.19%
2,739
108
$275K 0.19%
20,933
109
$272K 0.19%
1,732
110
$268K 0.18%
6,693
111
$266K 0.18%
10,104
+2
112
$262K 0.18%
150
113
$257K 0.18%
7,000
114
$254K 0.17%
1,970
115
$248K 0.17%
+3,233
116
$240K 0.16%
+13,700
117
$233K 0.16%
1,425
118
$230K 0.16%
+4,188
119
$228K 0.16%
+14,566
120
$226K 0.16%
+2,383
121
$217K 0.15%
3,245
+2
122
$217K 0.15%
+2,363
123
$209K 0.14%
+1,910
124
$208K 0.14%
+1,316
125
$206K 0.14%
+1,100
2 3 4
5
6