MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
+7.72%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+8%)
Cap. Flow
+$1.41M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
29.32%
Holding
139
New
4
Increased
35
Reduced
70
Closed
3
Top Buys
| 1 |
Procter & Gamble
PG
|
$2.03M |
| 2 |
Oshkosh
OSK
|
$1.47M |
| 3 |
Microsoft
MSFT
|
$251K |
| 4 |
Mastercard
MA
|
$211K |
| 5 |
Synovus
SNV
|
$211K |
Top Sells
| 1 |
Celsius Holdings
CELH
|
$343K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$311K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$268K |
| 4 |
McKesson
MCK
|
$217K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$142K |
Sector Composition
| 1 | Financials | 10.06% |
| 2 | Consumer Staples | 9.57% |
| 3 | Technology | 9.28% |
| 4 | Industrials | 8.29% |
| 5 | Healthcare | 7.5% |
