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
$136M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.76M
3
+$1.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$367K
5
PYPL icon
PayPal
PYPL
+$340K

Top Sells

1
+$163K
2
+$85.2K
3
+$49.4K
4
WM icon
Waste Management
WM
+$37K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$35.9K

Sector Composition

1 Financials 10.06%
2 Consumer Staples 9.65%
3 Technology 8.43%
4 Industrials 8.11%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.54M 3.35%
17
+10
2
$4.14M 3.06%
68,084
+667
3
$3.94M 2.91%
32,986
+14,702
4
$3.83M 2.82%
15,268
-108
5
$3.82M 2.81%
27,143
-33
6
$3.54M 2.61%
17,383
+28
7
$3.06M 2.26%
121,845
+1,398
8
$3.04M 2.24%
33,280
+2,548
9
$3.01M 2.22%
114,758
-3,248
10
$2.97M 2.19%
9,142
+2
11
$2.62M 1.93%
112,209
12
$2.6M 1.92%
8,447
+141
13
$2.59M 1.91%
29,780
14
$2.44M 1.8%
30,186
-83
15
$2.34M 1.73%
91,191
-6,350
16
$2.26M 1.67%
28,287
-16
17
$2.26M 1.66%
43,538
+1,450
18
$2.23M 1.64%
49,796
+1,592
19
$2.16M 1.59%
54,030
+531
20
$2.01M 1.48%
50,729
-643
21
$1.85M 1.37%
88,424
+1,156
22
$1.84M 1.36%
33,410
+136
23
$1.73M 1.28%
38,424
+2,395
24
$1.7M 1.25%
54,820
+1,035
25
$1.66M 1.23%
9,799
1
2 3 4 5