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
$161M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$364K
3
+$288K
4
AXP icon
American Express
AXP
+$215K
5
IRM icon
Iron Mountain
IRM
+$212K

Top Sells

1
+$466K
2
+$222K
3
+$208K
4
PBA icon
Pembina Pipeline
PBA
+$204K
5
GPC icon
Genuine Parts
GPC
+$167K

Sector Composition

1 Consumer Staples 9.88%
2 Technology 9.1%
3 Financials 8.7%
4 Healthcare 7.41%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.14%
477
127
$219K 0.14%
5,769
128
$215K 0.13%
+1,306
129
$212K 0.13%
+4,000
130
$210K 0.13%
19,616
131
$209K 0.13%
+2,269
132
$203K 0.13%
6,391
133
$156K 0.1%
12,363
-1,000
134
$149K 0.09%
12,281
135
– –
-6,000
136
– –
-900
137
– –
-6,000
2 3 4 5
6