MRM
Michael R. Murphy Portfolio holdings
AUM
$255M
This Quarter Return
+12.99%
1 Year Return
+0.87%
3 Year Return
+93.92%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.34%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
MKTG
RESPONSYS INC COM STK (CA)
MKTG
|
$21.7M |
| 2 |
IL
IntraLinks Holdings Inc.
IL
|
$18.2M |
| 3 |
GCOM
GLOBECOMM SYSTEMS INC
GCOM
|
$17.4M |
| 4 |
ANEN
ANAREN INC
ANEN
|
$17.4M |
| 5 |
GIVN
GIVEN IMAGING LTD
GIVN
|
$16.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 19.65% |
| 2 | Technology | 16% |
| 3 | Consumer Staples | 5.28% |
| 4 | Consumer Discretionary | 3.31% |
| 5 | Financials | 2.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
CarParts.com
PRTS
$45.3M
| $1.62M | 0.74% |
+1,410,532
| New | +$1.62M |
|
27
CorVel
CRVL
$4.57B
| $1.18M | 0.54% |
+40,200
| New | +$1.18M |
|
|
GCAP
28
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $920K | 0.42% |
+145,717
| New | +$920K |
|
|
BIRT
29
DELISTED
ACTUATE CORPORATION
BIRT
| $386K | 0.18% |
+58,109
| New | +$386K |
|
|
OPAY
30
DELISTED
OFFICIAL PAYMENTS HLDGS INC
OPAY
| $3K | ﹤0.01% |
+500
| New | +$3K |
|