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
$319M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.4M
3
+$15.8M
4
ARPI
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
+$15.2M
5
TUBE
TubeMogul, Inc.
TUBE
+$14.4M

Top Sells

1
+$29.5M
2
+$19.1M
3
+$17.3M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$13.1M
5
CARB
Carbonite Inc
CARB
+$10.5M

Sector Composition

1 Technology 54.34%
2 Healthcare 19.59%
3 Consumer Discretionary 4.94%
4 Real Estate 4.76%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-37,542
27
– –
-464,557
28
– –
-275,837
29
– –
-1,101,101
1
2