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
$172M
AUM Growth
+$48.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$366K
3
+$217K
4
NVS icon
Novartis
NVS
+$209K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$119K

Top Sells

1
+$239K
2
+$210K
3
+$200K
4
MMM icon
3M
MMM
+$146K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Technology 9.67%
2 Financials 9.35%
3 Consumer Staples 8.37%
4 Healthcare 8%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.12M 3.56%
78,104
+1,517
2
$5.84M 3.4%
231,692
+16,456
3
$5.69M 3.31%
12,723
-139
4
$5.17M 3.01%
209,241
+14,805
5
$5.12M 2.98%
14,874
+3
6
$5.07M 2.95%
9,315
-6
7
$4.44M 2.59%
8,304
+173
8
$4.4M 2.56%
20,906
-155
9
$3.99M 2.32%
27,323
+4
10
$3.91M 2.27%
32,283
+587
11
$3.87M 2.25%
4,272
-28
12
$3.67M 2.14%
6
13
$3.43M 1.99%
123,844
+2,376
14
$3.41M 1.98%
50,348
+4
15
$3.31M 1.93%
116,494
16
$2.98M 1.74%
18,089
-88
17
$2.92M 1.7%
45,927
-165
18
$2.78M 1.62%
76,910
-99
19
$2.73M 1.59%
35,203
+10
20
$2.67M 1.55%
8,017
-330
21
$2.46M 1.43%
24,548
+141
22
$2.38M 1.38%
17,180
23
$2.24M 1.31%
51,283
-1,198
24
$2.17M 1.26%
3,968
25
$2.14M 1.25%
11,007
1
2 3 4 5