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
$150M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$232K
3
+$210K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$183K
5
IBM icon
IBM
IBM
+$94.1K

Top Sells

1
+$1.7M
2
+$201K
3
+$198K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$133K
5
T icon
AT&T
T
+$130K

Sector Composition

1 Technology 9.25%
2 Financials 8.84%
3 Consumer Staples 8.6%
4 Industrials 7.56%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.17%
3,473
-403
127
$246K 0.16%
+6,364
128
$243K 0.16%
3,233
129
$233K 0.16%
1,840
130
$226K 0.15%
995
-64
131
$210K 0.14%
+2,265
132
$210K 0.14%
1,200
133
$206K 0.14%
3,515
134
$201K 0.13%
5,989
-2,279
135
$164K 0.11%
12,371
136
$115K 0.08%
13,078
2 3 4 5
6