MRM
Michael R. Murphy Portfolio holdings
AUM
$255M
This Quarter Return
+8.62%
1 Year Return
+0.87%
3 Year Return
+93.92%
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+23%)
Cap. Flow
+$35.6M
Cap. Flow
% of AUM
11.16%
Top 10 Holdings %
Top 10 Hldgs %
71%
Holding
29
New
8
Increased
8
Reduced
6
Closed
6
Top Buys
| 1 |
NUVA
NuVasive, Inc.
NUVA
|
$19M |
| 2 |
IIP
INTERNAP NETWORK SERVICES CORPORATION
IIP
|
$17.4M |
| 3 |
Murphy USA
MUSA
|
$15.8M |
| 4 |
ARPI
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
|
$15.2M |
| 5 |
TUBE
TubeMogul, Inc.
TUBE
|
$14.4M |
Top Sells
| 1 |
BRLI
BIO-REFERENCE LABS INC-NEW-
BRLI
|
$29.5M |
| 2 |
ANN
ANN INC
ANN
|
$19.1M |
| 3 |
RALY
RALLY SOFTWARE DEV CORP
RALY
|
$17.3M |
| 4 |
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% |