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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$235K
3
+$226K
4
DEO icon
Diageo
DEO
+$220K
5
WY icon
Weyerhaeuser
WY
+$219K

Top Sells

1
+$112K
2
+$94.8K
3
+$81.5K
4
IBM icon
IBM
IBM
+$78.7K
5
MSFT icon
Microsoft
MSFT
+$59.5K

Sector Composition

1 Financials 10.84%
2 Technology 9.39%
3 Consumer Staples 9.08%
4 Industrials 7.47%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.66M 4.08%
17
2
$6.4M 3.41%
15,414
-87
3
$6.38M 3.4%
81,080
+318
4
$5.4M 2.88%
30,408
+78
5
$5.19M 2.76%
31,717
-105
6
$5.17M 2.76%
15,387
-177
7
$4.58M 2.44%
8,842
+1
8
$4.46M 2.38%
26,054
-237
9
$4.02M 2.14%
8,455
-61
10
$3.65M 1.95%
117,228
+1,062
11
$3.65M 1.95%
29,777
+220
12
$3.4M 1.81%
139,455
+4,473
13
$3.16M 1.68%
119,587
+1,098
14
$3.13M 1.67%
152,704
+5,472
15
$3.09M 1.65%
22,040
-676
16
$2.83M 1.51%
47,845
+968
17
$2.83M 1.51%
57,247
+1,220
18
$2.8M 1.49%
47,451
-874
19
$2.73M 1.45%
39,765
+96
20
$2.68M 1.43%
25,570
-356
21
$2.66M 1.42%
103,507
+23
22
$2.48M 1.32%
51,486
23
$2.29M 1.22%
12,126
+5
24
$2.27M 1.21%
14,687
-118
25
$2.17M 1.15%
81,287
-499
1
2 3 4 5