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
$292M
AUM Growth
+$536K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.79M
3
+$7.2M
4
EXAR
Exar Corporation
EXAR
+$5.82M
5
ONTO icon
Onto Innovation
ONTO
+$3.66M

Top Sells

1
+$14.7M
2
+$13.5M
3
+$9.17M
4
GILT icon
Gilat Satellite Networks
GILT
+$6.14M
5
IL
IntraLinks Holdings Inc.
IL
+$5.64M

Sector Composition

1 Technology 61.53%
2 Healthcare 14.85%
3 Consumer Discretionary 4.93%
4 Energy 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-515,814
27
– –
-853,605
28
– –
-296,896
1
2