MRM

Michael R. Murphy Portfolio holdings

AUM $255M
1-Year Est. Return 0.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.94M
3
+$7.55M
4
CKSW
CLICKSOFTWARE TECH LTD
CKSW
+$7.28M
5
LRN icon
Stride
LRN
+$5.39M

Top Sells

1
+$17.4M
2
+$7.48M
3
+$6.97M
4
SKH
SKILLED HEALTHCARE GROUP, INC. CLASS A COM STK
SKH
+$6.71M
5
MKTG
RESPONSYS INC COM STK (CA)
MKTG
+$5.26M

Sector Composition

1 Technology 15.7%
2 Consumer Staples 12.64%
3 Healthcare 11.15%
4 Consumer Discretionary 3.36%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,004,066
27
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-118,503
28
– –
-750,890
29
– –
-1,379,607
30
– –
-786,950
31
– –
-218,673
32
– –
-120,600
33
– –
-320,451
34
– –
-1,410,532
35
– –
-145,717
36
– –
-191,899
1
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