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
$156M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.4M
3
+$309K
4
GPN icon
Global Payments
GPN
+$207K
5
NVS icon
Novartis
NVS
+$201K

Top Sells

1
+$365K
2
+$228K
3
+$225K
4
LMT icon
Lockheed Martin
LMT
+$220K
5
NSC icon
Norfolk Southern
NSC
+$204K

Sector Composition

1 Consumer Staples 9.66%
2 Technology 9.19%
3 Financials 9.06%
4 Healthcare 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.15%
4,000
127
$237K 0.15%
1,592
128
$229K 0.15%
3,999
129
$226K 0.15%
25,500
130
$212K 0.14%
2,270
131
$207K 0.13%
+1,790
132
$201K 0.13%
+1,975
133
$154K 0.1%
12,363
134
$121K 0.08%
13,205
-6,411
135
$80.3K 0.05%
10,439
136
– –
-3,215
137
– –
-1,306
138
– –
-477
139
– –
-900
2 3 4 5
6