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
$172M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$663K
3
+$309K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$302K

Top Sells

1
+$2.01M
2
+$1.59M
3
+$382K
4
MSFT icon
Microsoft
MSFT
+$243K
5
HD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.23%
2,696
+1
102
$395K 0.23%
16,555
103
$395K 0.23%
4,345
104
$384K 0.22%
3,000
105
$368K 0.21%
1,920
+11
106
$366K 0.21%
3,184
107
$365K 0.21%
29,812
108
$363K 0.21%
100
109
$351K 0.2%
2,856
110
$340K 0.2%
3,080
111
$339K 0.2%
2,618
-649
112
$333K 0.19%
4,100
-231
113
$321K 0.19%
3,710
114
$303K 0.18%
7,379
115
$301K 0.18%
5,254
-140
116
$297K 0.17%
1,306
117
$290K 0.17%
1,592
118
$251K 0.15%
2,272
+1
119
$250K 0.15%
5,769
120
$247K 0.14%
4,284
-1,000
121
$240K 0.14%
3,422
-229
122
$239K 0.14%
1,790
123
$238K 0.14%
1,810
-70
124
$234K 0.14%
3,669
125
$234K 0.14%
1,570
2 3 4
5
6