MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
-1.36%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(-0.77%)
Cap. Flow
+$5.26M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
28.29%
Holding
149
New
4
Increased
60
Reduced
28
Closed
5
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.62M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$667K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$502K |
| 4 |
Johnson & Johnson
JNJ
|
$441K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$411K |
Top Sells
| 1 |
PayPal
PYPL
|
$249K |
| 2 |
General Motors
GM
|
$240K |
| 3 |
Meta Platforms (Facebook)
META
|
$236K |
| 4 |
Weyerhaeuser
WY
|
$219K |
| 5 |
Blackrock
BLK
|
$201K |
Sector Composition
| 1 | Financials | 11.83% |
| 2 | Consumer Staples | 8.93% |
| 3 | Technology | 8.93% |
| 4 | Industrials | 7.33% |
| 5 | Healthcare | 6.82% |
