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
$172M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.08M
3
+$1.76M
4
OSK icon
Oshkosh
OSK
+$1.74M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$518K

Top Sells

1
+$722K
2
+$454K
3
+$224K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$212K
5
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$143K

Sector Composition

1 Financials 11.1%
2 Consumer Staples 8.8%
3 Technology 8.53%
4 Industrials 8.28%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.17%
5,794
127
$276K 0.16%
1,910
+70
128
$272K 0.16%
3,465
-8
129
$262K 0.15%
3,464
130
$249K 0.15%
5,856
131
$246K 0.14%
3,233
132
$235K 0.14%
+4,090
133
$234K 0.14%
+1,425
134
$223K 0.13%
860
-135
135
$223K 0.13%
+1,755
136
$221K 0.13%
+590
137
$220K 0.13%
2,265
138
$212K 0.12%
1,200
139
$208K 0.12%
+2,962
140
$206K 0.12%
3,515
141
$205K 0.12%
+695
142
$203K 0.12%
5,690
-299
143
$181K 0.11%
12,371
144
$160K 0.09%
13,078
2 3 4 5
6