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
$150M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$232K
3
+$210K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$183K
5
IBM icon
IBM
IBM
+$94.1K

Top Sells

1
+$1.7M
2
+$201K
3
+$198K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$133K
5
T icon
AT&T
T
+$130K

Sector Composition

1 Technology 9.25%
2 Financials 8.84%
3 Consumer Staples 8.6%
4 Industrials 7.56%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$363K 0.24%
4,209
+15
102
$357K 0.24%
1,685
+50
103
$355K 0.24%
4,784
+3
104
$349K 0.23%
3,742
-47
105
$348K 0.23%
2,739
-50
106
$343K 0.23%
6,629
-295
107
$343K 0.23%
3,633
-85
108
$337K 0.22%
6,422
109
$337K 0.22%
4,664
+601
110
$335K 0.22%
2,174
111
$334K 0.22%
150
112
$334K 0.22%
6,391
-550
113
$331K 0.22%
1,154
+42
114
$327K 0.22%
3,568
+11
115
$311K 0.21%
11,487
-224
116
$305K 0.2%
3,903
-70
117
$303K 0.2%
5,632
-199
118
$300K 0.2%
20,933
119
$293K 0.2%
3,340
120
$267K 0.18%
3,464
121
$264K 0.18%
5,794
122
$264K 0.18%
6,439
123
$263K 0.18%
1,850
124
$261K 0.17%
1,100
125
$253K 0.17%
5,856
2 3 4
5
6