Equal-WT
WhaleScore 2.0
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Murphy, Middleton, Hinkle & Parker is based out of Thomasville. Murphy, Middleton, Hinkle & Parker is a large advisory firm with 374 clients and discretionary assets under management (AUM) of $348,828,628 (Form ADV from 2023-03-13). Their last reported 13F filing for Q4 2023 included $162,010,015 in managed 13F securities
and a top 10 holdings concentration of 28.05%. Murphy, Middleton, Hinkle & Parker's largest holding is iShares MSCI EAFE ETF-iShares MSCI EAFE ETF with shares held of 77,136. Whalewisdom has at least 26 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
HD Home Depot, Inc. (Th | 0.31% |
SCHG Schwab U.S. Large-Ca | 0.22% |
AXP American Express Co | 0.15% |
SCHV Schwab U.S. Large-Ca | 0.14% |
LMT Lockheed Martin Corp | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IBDO iShares iBonds Dec 2 (PRN) | 1.4% |
BP BP Plc ADR (British | 0.31% |
PFE Pfizer, Inc. | 0.26% |
OKE ONEOK Inc. (Oklahoma | 0.2% |
MO Altria Group, Inc. ( | 0.18% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
EFA iShares MSCI EAFE ET | 3.59% |
HD Home Depot, Inc. (Th | 3.3% |
MSFT Microsoft Corp. | 3.12% |
AAPL Apple Inc | 2.77% |
PG Procter & Gamble Co. | 2.76% |
2023-12-31
13F Activity
Market Value | $162m, Prior: $156m |
New Purchases | 4 stocks |
Added To | 25 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 68 stocks |
Top 10 Holdings % | 28.05% |
Turnover %[1] | 7.52% |
Turnover Alt %[2] | 0.72% |
Time Held Top 20 | 15.65 quarters |
Time Held Top 10 | 12.3 quarters |
Time Held All | 20.2 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31