MRM
Michael R. Murphy Portfolio holdings
AUM
$255M
This Quarter Return
+12.22%
1 Year Return
+0.87%
3 Year Return
+93.92%
5 Year Return
–
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(-10%)
Cap. Flow
-$39.2M
Cap. Flow
% of AUM
-15.07%
Top 10 Holdings %
Top 10 Hldgs %
83.86%
Holding
26
New
1
Increased
9
Reduced
7
Closed
6
Top Buys
| 1 |
BV
Bazaarvoice, Inc.
BV
|
$11.4M |
| 2 |
Mercury Systems
MRCY
|
$8.11M |
| 3 |
Agilysys
AGYS
|
$6.05M |
| 4 |
Central Pacific Financial
CPF
|
$4.01M |
| 5 |
KFX
KOFAX LIMITED COM STK
KFX
|
$2.6M |
Top Sells
| 1 |
TESO
Tesco Corp
TESO
|
$14.1M |
| 2 |
VOLC
VOLCANO CORPORATION COM STK
VOLC
|
$12.3M |
| 3 |
American Vanguard Corp
AVD
|
$10.7M |
| 4 |
BBRG
Bravo Brio Restaurant Group Inc.
BBRG
|
$9.96M |
| 5 |
GHDX
Genomic Health, Inc.
GHDX
|
$8.25M |
Sector Composition
| 1 | Technology | 54.16% |
| 2 | Healthcare | 24.04% |
| 3 | Industrials | 4.08% |
| 4 | Financials | 2.91% |
| 5 | Energy | 1.35% |