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
$156M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.4M
3
+$309K
4
GPN icon
Global Payments
GPN
+$207K
5
NVS icon
Novartis
NVS
+$201K

Top Sells

1
+$365K
2
+$228K
3
+$225K
4
LMT icon
Lockheed Martin
LMT
+$220K
5
NSC icon
Norfolk Southern
NSC
+$204K

Sector Composition

1 Consumer Staples 9.66%
2 Technology 9.19%
3 Financials 9.06%
4 Healthcare 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$370K 0.24%
4,195
102
$358K 0.23%
5,623
103
$348K 0.22%
1,627
+29
104
$343K 0.22%
6,000
105
$340K 0.22%
2,951
106
$339K 0.22%
6,075
107
$313K 0.2%
3,000
108
$311K 0.2%
29,812
109
$309K 0.2%
+4,866
110
$308K 0.2%
100
-50
111
$304K 0.2%
1,909
+39
112
$299K 0.19%
3,184
113
$291K 0.19%
3,080
114
$289K 0.19%
3,826
-174
115
$286K 0.18%
4,328
+2
116
$280K 0.18%
7,379
117
$276K 0.18%
6,559
118
$271K 0.17%
5,298
+1,000
119
$269K 0.17%
896
120
$259K 0.17%
17,266
-564
121
$256K 0.16%
5,769
122
$245K 0.16%
1,094
-10
123
$245K 0.16%
8,960
124
$244K 0.16%
3,515
125
$242K 0.16%
1,880
+70
2 3 4
5
6