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
+$48.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$366K
3
+$217K
4
NVS icon
Novartis
NVS
+$209K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$119K

Top Sells

1
+$239K
2
+$210K
3
+$200K
4
MMM icon
3M
MMM
+$146K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Technology 9.67%
2 Financials 9.35%
3 Consumer Staples 8.37%
4 Healthcare 8%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$394K 0.23%
16,555
102
$389K 0.23%
4,345
103
$380K 0.22%
3,184
104
$369K 0.21%
2,696
105
$362K 0.21%
2,618
106
$352K 0.2%
8,478
107
$350K 0.2%
1,920
108
$343K 0.2%
6,000
109
$339K 0.2%
2,857
+1
110
$329K 0.19%
3,080
111
$316K 0.18%
25,612
-4,200
112
$314K 0.18%
7,379
113
$311K 0.18%
3,710
114
$303K 0.18%
5,254
115
$302K 0.18%
1,306
116
$293K 0.17%
4,102
+2
117
$273K 0.16%
1,592
118
$258K 0.15%
1,810
119
$256K 0.15%
2,272
120
$249K 0.15%
3,522
-147
121
$231K 0.13%
4,284
122
$229K 0.13%
730
123
$227K 0.13%
11,895
-354
124
$226K 0.13%
5,769
125
$224K 0.13%
3,422
2 3 4
5
6