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
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.47M
3
+$251K
4
MA icon
Mastercard
MA
+$211K
5
SNV icon
Synovus
SNV
+$211K

Top Sells

1
+$343K
2
+$311K
3
+$268K
4
MCK icon
McKesson
MCK
+$217K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$142K

Sector Composition

1 Financials 10.06%
2 Consumer Staples 9.57%
3 Technology 9.28%
4 Industrials 8.29%
5 Healthcare 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.26M 3.38%
74,901
-3,203
2
$6.19M 3.33%
15,265
+391
3
$6.14M 3.31%
235,716
+4,024
4
$5.75M 3.1%
214,683
+5,442
5
$5.73M 3.09%
13,306
+583
6
$5.35M 2.88%
9,321
+6
7
$5.16M 2.78%
29,810
+11,721
8
$4.75M 2.56%
20,365
-541
9
$4.68M 2.52%
8,223
-81
10
$4.39M 2.37%
32,528
+245
11
$4.38M 2.36%
27,009
-314
12
$4.15M 2.24%
6
13
$4.14M 2.23%
117,216
+722
14
$4.12M 2.22%
50,962
+614
15
$3.79M 2.04%
125,260
+1,416
16
$3.68M 1.98%
4,149
-123
17
$3.28M 1.77%
45,660
-267
18
$3.09M 1.67%
34,319
-884
19
$3.04M 1.64%
7,780
-237
20
$2.73M 1.47%
23,689
-859
21
$2.4M 1.3%
76,561
-349
22
$2.4M 1.29%
17,180
23
$2.36M 1.27%
49,398
-1,885
24
$2.27M 1.22%
4,928
+312
25
$2.26M 1.22%
3,924
-44
1
2 3 4 5