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
$140M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$303K
3
+$227K
4
PYPL icon
PayPal
PYPL
+$217K
5
NEE icon
NextEra Energy
NEE
+$208K

Top Sells

1
+$3.18M
2
+$1.97M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$571K
5
SR icon
Spire
SR
+$452K

Sector Composition

1 Financials 9.91%
2 Consumer Staples 8.32%
3 Healthcare 7.29%
4 Industrials 6.94%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.22%
7,122
102
$306K 0.22%
2,739
103
$305K 0.22%
18,978
+4,412
104
$305K 0.22%
2,379
-4
105
$304K 0.22%
17,000
+3,300
106
$303K 0.22%
+29,168
107
$302K 0.22%
4,272
-338
108
$292K 0.21%
4,000
109
$292K 0.21%
1,570
110
$290K 0.21%
20,933
111
$283K 0.2%
6,693
112
$282K 0.2%
1,732
113
$281K 0.2%
150
114
$279K 0.2%
5,184
-1,863
115
$270K 0.19%
2,677
+314
116
$260K 0.19%
7,000
117
$257K 0.18%
1,970
118
$250K 0.18%
3,233
119
$240K 0.17%
9,107
-997
120
$237K 0.17%
4,196
+8
121
$219K 0.16%
1,100
122
$217K 0.15%
1,840
-70
123
$217K 0.15%
+1,900
124
$208K 0.15%
+4,064
125
$207K 0.15%
+2,285
2 3 4
5
6