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
$173M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$118K
2
+$118K
3
+$118K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$107K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$64.2K

Top Sells

1
+$2.05M
2
+$242K
3
+$242K
4
EPD icon
Enterprise Products Partners
EPD
+$216K
5
DE icon
Deere & Co
DE
+$208K

Sector Composition

1 Financials 10.78%
2 Technology 8.89%
3 Consumer Staples 8.79%
4 Industrials 7.52%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.22%
7,629
102
$381K 0.22%
3,388
+1
103
$377K 0.22%
2,174
104
$376K 0.22%
3,690
105
$372K 0.22%
3,596
+10
106
$371K 0.21%
6,181
-11
107
$363K 0.21%
7,333
+1
108
$359K 0.21%
6,422
109
$357K 0.21%
1,910
110
$356K 0.21%
150
111
$356K 0.21%
6,391
112
$349K 0.2%
5,438
-42
113
$347K 0.2%
4,783
114
$346K 0.2%
1,178
+35
115
$343K 0.2%
1,320
116
$339K 0.2%
4,312
+2
117
$324K 0.19%
3,000
118
$313K 0.18%
1,850
119
$303K 0.18%
20,030
120
$293K 0.17%
1,859
-87
121
$293K 0.17%
6,439
122
$292K 0.17%
5,794
123
$280K 0.16%
1,728
-27
124
$272K 0.16%
3,464
-126
125
$268K 0.16%
3,385
-84
2 3 4
5
6