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
$154M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$71.6K
2
+$69.1K
3
+$64.5K
4
NEE icon
NextEra Energy
NEE
+$61.9K
5
LLY icon
Eli Lilly
LLY
+$60K

Top Sells

1
+$4.09M
2
+$1.8M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$355K
5
CTVA icon
Corteva
CTVA
+$317K

Sector Composition

1 Financials 8.9%
2 Technology 8.7%
3 Consumer Staples 8.51%
4 Healthcare 8.37%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.45M 3.53%
87,166
-738
2
$5.06M 3.28%
28,507
-37
3
$4.39M 2.85%
16,024
-326
4
$3.9M 2.52%
15,170
-217
5
$3.78M 2.45%
27,642
-2,596
6
$3.66M 2.37%
8,846
+2
7
$3.58M 2.32%
30,448
+587
8
$3.55M 2.3%
9,414
+48
9
$3.4M 2.2%
121,806
+2,063
10
$3.23M 2.09%
118,975
+1,455
11
$3.12M 2.02%
49,626
+94
12
$3.08M 2%
148,068
-1,176
13
$2.86M 1.85%
7
-10
14
$2.82M 1.83%
26,285
+212
15
$2.79M 1.81%
39,158
-320
16
$2.75M 1.78%
19,117
-12,541
17
$2.64M 1.71%
19,865
-1,850
18
$2.57M 1.66%
102,278
-1,025
19
$2.48M 1.61%
47,289
+721
20
$2.48M 1.6%
59,461
+1,228
21
$2.41M 1.56%
165,948
+2,972
22
$2.32M 1.5%
81,904
+1
23
$2.09M 1.35%
51,492
+6
24
$1.86M 1.21%
12,126
25
$1.86M 1.2%
6,814
-210
1
2 3 4 5