MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $205M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$303K
3
+$227K
4
PYPL icon
PayPal
PYPL
+$217K
5
NEE icon
NextEra Energy
NEE
+$208K

Top Sells

1
+$3.18M
2
+$1.97M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$571K
5
SR icon
Spire
SR
+$452K

Sector Composition

1 Financials 9.91%
2 Consumer Staples 8.32%
3 Healthcare 7.29%
4 Industrials 6.94%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.14%
6,960
127
$189K 0.13%
13,403
128
$180K 0.13%
17,577
129
– –
-1,316
130
– –
-3,245
131
– –
-1,425
132
– –
-16,006
133
– –
-5,491
2 3 4 5
6