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
+$48.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$366K
3
+$217K
4
NVS icon
Novartis
NVS
+$209K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$119K

Top Sells

1
+$239K
2
+$210K
3
+$200K
4
MMM icon
3M
MMM
+$146K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Technology 9.67%
2 Financials 9.35%
3 Consumer Staples 8.37%
4 Healthcare 8%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.13%
791
127
$217K 0.13%
1,570
128
$217K 0.13%
+372
129
$211K 0.12%
4,625
130
$209K 0.12%
+1,966
131
$205K 0.12%
20,100
132
$203K 0.12%
2,576
133
$201K 0.12%
431
-46
134
$143K 0.08%
13,205
135
$89K 0.05%
10,439
136
– –
-1,790
137
– –
-783
138
– –
-785
2 3 4 5
6