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
$141M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$306K
3
+$226K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204K
5
OKE icon
Oneok
OKE
+$201K

Top Sells

1
+$597K
2
+$305K
3
+$250K
4
NSC icon
Norfolk Southern
NSC
+$219K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 10.57%
2 Consumer Staples 8.96%
3 Healthcare 6.88%
4 Industrials 6.57%
5 Technology 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.63M 3.28%
70,967
-1,047
2
$4.15M 2.94%
109,194
-1,994
3
$3.55M 2.51%
27,409
-165
4
$3.52M 2.49%
114,384
+1,933
5
$3.48M 2.47%
15,021
-97
6
$3.23M 2.29%
9,154
-114
7
$3.21M 2.28%
32,281
+1
8
$3.18M 2.26%
115,998
+41,746
9
$3.17M 2.25%
123,962
-374
10
$2.95M 2.09%
28,909
+570
11
$2.86M 2.02%
112,854
-4,225
12
$2.75M 1.95%
28,655
+12
13
$2.74M 1.94%
50,387
+27
14
$2.69M 1.9%
43,501
+20
15
$2.47M 1.75%
43,727
-951
16
$2.44M 1.73%
8,234
-71
17
$2.44M 1.73%
19,597
-161
18
$2.42M 1.72%
17,434
+1
19
$2.3M 1.63%
58,050
-189
20
$2.27M 1.61%
43,386
-198
21
$2.18M 1.55%
7
22
$2.16M 1.53%
53,745
-1,390
23
$2.02M 1.43%
33,416
-98
24
$2.01M 1.42%
80,339
-1,924
25
$1.88M 1.33%
14,435
+2
1
2 3 4 5