MRM
Michael R. Murphy Portfolio holdings
AUM
$255M
This Quarter Return
+6.33%
1 Year Return
+0.87%
3 Year Return
+93.92%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+0.18%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
74.14%
Holding
28
New
4
Increased
6
Reduced
3
Closed
8
Top Buys
| 1 |
CTRL
Control4 Corporation
CTRL
|
$10.4M |
| 2 |
ASNA
Ascena Retail Group, Inc.
ASNA
|
$9.79M |
| 3 |
FMI
Foundation Medicine, Inc.
FMI
|
$7.2M |
| 4 |
EXAR
Exar Corporation
EXAR
|
$5.82M |
| 5 |
Onto Innovation
ONTO
|
$3.66M |
Top Sells
| 1 |
ARPI
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
|
$14.7M |
| 2 |
NUVA
NuVasive, Inc.
NUVA
|
$13.5M |
| 3 |
IMPR
IMPRIVATA, INC COM
IMPR
|
$9.17M |
| 4 |
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% |
