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
$136M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.76M
3
+$1.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$367K
5
PYPL icon
PayPal
PYPL
+$340K

Top Sells

1
+$163K
2
+$85.2K
3
+$49.4K
4
WM icon
Waste Management
WM
+$37K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$35.9K

Sector Composition

1 Financials 10.06%
2 Consumer Staples 9.65%
3 Technology 8.43%
4 Industrials 8.11%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.22%
3,134
+8
102
$297K 0.22%
1,732
103
$286K 0.21%
4,306
-190
104
$283K 0.21%
6,941
105
$282K 0.21%
7,044
106
$281K 0.21%
2,216
107
$279K 0.21%
3,545
+14
108
$272K 0.2%
4,467
+237
109
$272K 0.2%
20,933
110
$262K 0.19%
3,233
111
$262K 0.19%
2,789
112
$261K 0.19%
4,779
+55
113
$253K 0.19%
6,439
114
$250K 0.18%
6,422
115
$244K 0.18%
4,064
116
$239K 0.18%
150
117
$237K 0.17%
+3,340
118
$220K 0.16%
+1,066
119
$219K 0.16%
+1,910
120
$217K 0.16%
+3,872
121
$216K 0.16%
6,360
-51
122
$201K 0.15%
+1,157
123
$152K 0.11%
12,371
124
$80K 0.06%
13,078
1 2 3 4
5