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
$140M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$303K
3
+$227K
4
PYPL icon
PayPal
PYPL
+$217K
5
NEE icon
NextEra Energy
NEE
+$208K

Top Sells

1
+$3.18M
2
+$1.97M
3
+$1.2M
4
DD icon
DuPont de Nemours
DD
+$571K
5
SR icon
Spire
SR
+$452K

Sector Composition

1 Financials 9.91%
2 Consumer Staples 8.32%
3 Healthcare 7.29%
4 Industrials 6.94%
5 Energy 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.73M 3.37%
72,014
+965
2
$4.56M 3.25%
111,188
-234
3
$3.84M 2.73%
27,574
-621
4
$3.46M 2.46%
112,451
+1,045
5
$3.34M 2.38%
32,280
-2,460
6
$3.29M 2.34%
9,268
+1
7
$3.16M 2.25%
124,336
+534
8
$3.14M 2.24%
15,118
-1,048
9
$2.95M 2.1%
117,079
-920
10
$2.82M 2.01%
28,339
+1,317
11
$2.56M 1.83%
50,360
-1,820
12
$2.53M 1.8%
28,643
-76
13
$2.43M 1.73%
8,305
-148
14
$2.4M 1.71%
43,481
-990
15
$2.39M 1.7%
43,584
-199
16
$2.37M 1.69%
44,678
-7,593
17
$2.35M 1.67%
55,135
-1,142
18
$2.33M 1.66%
17,433
-977
19
$2.23M 1.59%
7
-10
20
$2.21M 1.57%
53,671
-964
21
$2.17M 1.54%
19,758
-17,981
22
$2.15M 1.53%
58,239
-1,272
23
$2.05M 1.46%
82,263
-7,049
24
$2.02M 1.43%
14,433
-625
25
$1.92M 1.36%
33,514
-329
1
2 3 4 5