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
$113M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$100K
2 +$79.2K
3 +$75.2K
4
IBM icon
IBM
IBM
+$52.4K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$42.9K

Sector Composition

1 Consumer Staples 8.97%
2 Financials 8.93%
3 Healthcare 8.41%
4 Technology 7.68%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,722
127
-6,000
128
-1,950
129
-6,028
130
-1,970
131
-9,113
132
-1,166