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
$146M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$248K
3
+$240K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$230K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$228K

Top Sells

1
+$229K
2
+$221K
3
+$137K
4
BP icon
BP
BP
+$74.7K
5
MRK icon
Merck
MRK
+$40.6K

Sector Composition

1 Financials 10.76%
2 Consumer Staples 9.27%
3 Industrials 7.71%
4 Healthcare 7.25%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.12M 3.52%
17
2
$4.79M 3.29%
111,422
-1,737
3
$4.61M 3.17%
71,049
-249
4
$3.94M 2.71%
28,195
-66
5
$3.93M 2.7%
37,739
-339
6
$3.89M 2.67%
34,740
7
$3.44M 2.36%
111,406
-260
8
$3.2M 2.2%
9,267
+2
9
$3.1M 2.13%
16,166
+253
10
$3.1M 2.13%
123,802
-275
11
$2.94M 2.02%
117,999
-619
12
$2.9M 1.99%
52,271
-2,466
13
$2.65M 1.82%
27,022
-154
14
$2.58M 1.78%
28,719
+18
15
$2.44M 1.68%
52,180
-80
16
$2.39M 1.64%
56,277
+354
17
$2.39M 1.64%
8,453
+44
18
$2.3M 1.58%
44,471
-276
19
$2.21M 1.52%
89,312
-9,258
20
$2.2M 1.51%
54,635
-156
21
$2.19M 1.5%
43,783
+2
22
$2.17M 1.49%
18,410
+1
23
$2.05M 1.41%
11,775
+3
24
$2M 1.37%
33,843
+11
25
$1.94M 1.33%
59,511
+3
1
2 3 4 5