MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
+8.5%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+6%)
Cap. Flow
+$804K
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
28.28%
Holding
138
New
5
Increased
33
Reduced
51
Closed
2
Top Buys
| 1 |
Walmart
WMT
|
$2.03M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.35M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$821K |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$663K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$309K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$2.01M |
| 2 |
Oshkosh
OSK
|
$1.59M |
| 3 |
Apple
AAPL
|
$382K |
| 4 |
Microsoft
MSFT
|
$243K |
| 5 |
Home Depot
HD
|
$220K |
Sector Composition
| 1 | Financials | 9.45% |
| 2 | Technology | 9.04% |
| 3 | Consumer Staples | 8.4% |
| 4 | Industrials | 8.27% |
| 5 | Healthcare | 7.84% |
