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
$186M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$441K
3
+$411K
4
DIS icon
Walt Disney
DIS
+$385K
5
HD icon
Home Depot
HD
+$280K

Top Sells

1
+$249K
2
+$240K
3
+$236K
4
WY icon
Weyerhaeuser
WY
+$219K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Financials 11.83%
2 Consumer Staples 8.93%
3 Technology 8.93%
4 Industrials 7.33%
5 Healthcare 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.99M 4.83%
17
2
$6.47M 3.47%
87,904
+6,824
3
$5.28M 2.84%
30,238
-170
4
$5.06M 2.72%
28,544
+2,490
5
$4.89M 2.63%
16,350
+936
6
$4.84M 2.6%
31,658
-59
7
$4.74M 2.55%
15,387
8
$4.34M 2.33%
8,844
+2
9
$4.23M 2.27%
9,366
+911
10
$3.83M 2.05%
29,861
+84
11
$3.73M 2%
117,520
+292
12
$3.55M 1.91%
149,244
+9,789
13
$3.16M 1.69%
119,743
+156
14
$3.07M 1.65%
49,532
+1,687
15
$3.05M 1.64%
162,976
+10,272
16
$2.91M 1.56%
26,073
+503
17
$2.86M 1.54%
39,478
-287
18
$2.74M 1.47%
21,715
-325
19
$2.69M 1.44%
58,233
+986
20
$2.61M 1.4%
103,303
-204
21
$2.56M 1.37%
51,486
22
$2.48M 1.33%
7,024
+1
23
$2.41M 1.29%
46,568
-883
24
$2.41M 1.29%
81,903
+616
25
$2.4M 1.29%
17,496
+2,809
1
2 3 4 5