MMHP
Murphy Middleton Hinkle & Parker Portfolio holdings
AUM
$179M
This Quarter Return
+3.94%
1 Year Return
+13.21%
3 Year Return
+46.78%
5 Year Return
+87.01%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(-0.59%)
Cap. Flow
-$5.88M
Cap. Flow
% of AUM
-3.67%
Top 10 Holdings %
Top 10 Hldgs %
27.38%
Holding
140
New
6
Increased
25
Reduced
65
Closed
5
Top Buys
| 1 |
Nuveen Municipal Credit Income Fund
NZF
|
$348K |
| 2 |
Celsius Holdings
CELH
|
$298K |
| 3 |
Meta Platforms (Facebook)
META
|
$257K |
| 4 |
Norfolk Southern
NSC
|
$204K |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$200K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$1.83M |
| 2 |
Oshkosh
OSK
|
$1.22M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$455K |
| 4 |
NKG
Nuveen Georgia Quality Municipal Income Fund
NKG
|
$382K |
| 5 |
Microsoft
MSFT
|
$207K |
Sector Composition
| 1 | Technology | 9.86% |
| 2 | Financials | 9.11% |
| 3 | Consumer Staples | 8.62% |
| 4 | Healthcare | 7.83% |
| 5 | Industrials | 6.87% |
