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
$172M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$663K
3
+$309K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$302K

Top Sells

1
+$2.01M
2
+$1.59M
3
+$382K
4
MSFT icon
Microsoft
MSFT
+$243K
5
HD icon
Home Depot
HD
+$220K

Sector Composition

1 Financials 9.45%
2 Technology 9.04%
3 Consumer Staples 8.4%
4 Industrials 8.27%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$233K 0.14%
+791
127
$228K 0.13%
+730
128
$217K 0.13%
477
129
$216K 0.13%
12,249
-640
130
$210K 0.12%
783
131
$208K 0.12%
20,100
-5,400
132
$206K 0.12%
+2,576
133
$202K 0.12%
+4,625
134
$200K 0.12%
+785
135
$143K 0.08%
13,205
136
$88.7K 0.05%
10,439
137
– –
-2,072
138
– –
-14,662
2 3 4 5
6