MRM

Michael R. Murphy Portfolio holdings

AUM $255M
1-Year Est. Return 0.87%
This Quarter Est. Return
1 Year Est. Return
+0.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.3M
3
+$8.25M
4
BV
Bazaarvoice, Inc.
BV
+$7.87M
5
AGYS icon
Agilysys
AGYS
+$6.96M

Top Sells

1
+$11.9M
2
+$10.1M
3
+$8.77M
4
TESO
Tesco Corp
TESO
+$6.77M
5
CKSW
CLICKSOFTWARE TECH LTD
CKSW
+$5.44M

Sector Composition

1 Technology 37.64%
2 Healthcare 21.88%
3 Energy 5.78%
4 Materials 4.61%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-429,618
27
– –
-959,753
28
– –
-64,488
29
– –
-276,287
30
– –
-674,391
31
– –
-484,518
1
2