MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
+0.83%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+0.03%)
Cap. Flow
+$55.3K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
28.96%
Holding
138
New
2
Increased
33
Reduced
46
Closed
3
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$415K |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$366K |
| 3 |
McKesson
MCK
|
$217K |
| 4 |
Novartis
NVS
|
$209K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$119K |
Top Sells
| 1 |
Global Payments
GPN
|
$239K |
| 2 |
Illinois Tool Works
ITW
|
$210K |
| 3 |
Norfolk Southern
NSC
|
$200K |
| 4 |
Caterpillar
CAT
|
$110K |
| 5 |
Trane Technologies
TT
|
$82.2K |
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Financials | 9.35% |
| 3 | Consumer Staples | 8.37% |
| 4 | Healthcare | 8% |
| 5 | Industrials | 7.59% |
