MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $207M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$314K
3 +$233K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$198K
5
OKE icon
Oneok
OKE
+$193K

Top Sells

1 +$597K
2 +$305K
3 +$250K
4
NSC icon
Norfolk Southern
NSC
+$219K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 10.57%
2 Consumer Staples 8.96%
3 Healthcare 6.88%
4 Industrials 6.57%
5 Technology 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$161K 0.11%
17,578
+1
127
-1,100
128
-1,900
129
-8,455
130
-3,233
131
-6,960
132
-2,379