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
$154M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$71.6K
2
+$69.1K
3
+$64.5K
4
NEE icon
NextEra Energy
NEE
+$61.9K
5
LLY icon
Eli Lilly
LLY
+$60K

Top Sells

1
+$4.09M
2
+$1.8M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$355K
5
CTVA icon
Corteva
CTVA
+$317K

Sector Composition

1 Financials 8.9%
2 Technology 8.7%
3 Consumer Staples 8.51%
4 Healthcare 8.37%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.14%
3,515
127
$217K 0.14%
3,400
+5
128
$216K 0.14%
5,440
+2
129
$212K 0.14%
6,000
130
$206K 0.13%
1,859
131
$205K 0.13%
477
132
$204K 0.13%
5,856
133
$203K 0.13%
9,623
+17
134
$163K 0.11%
14,638
135
$163K 0.11%
12,281
136
– –
-1,728
137
– –
-5,511
138
– –
-590
139
– –
-1,000
140
– –
-4,000
141
– –
-14,651
142
– –
-4,293
143
– –
-2,267
144
– –
-1,341
2 3 4 5
6