MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
-10.36%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-17%)
Cap. Flow
-$9.8M
Cap. Flow
% of AUM
-6.35%
Top 10 Holdings %
Top 10 Hldgs %
25.91%
Holding
144
New
–
Increased
50
Reduced
40
Closed
9
Top Buys
| 1 |
Amazon
AMZN
|
$625K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$71.6K |
| 3 |
iShares Select Dividend ETF
DVY
|
$69.1K |
| 4 |
IBM
IBM
|
$64.5K |
| 5 |
NextEra Energy, Inc.
NEE
|
$61.9K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$4.09M |
| 2 |
Procter & Gamble
PG
|
$1.8M |
| 3 |
Oshkosh
OSK
|
$1.48M |
| 4 |
Apple
AAPL
|
$355K |
| 5 |
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% |
