MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$684K
3
+$552K
4
VB icon
Vanguard Small-Cap ETF
VB
+$412K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$404K

Top Sells

1
+$1.49M
2
+$930K
3
+$798K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$713K
5
CRM icon
Salesforce
CRM
+$559K

Sector Composition

1 Technology 13.03%
2 Healthcare 8.22%
3 Industrials 8.1%
4 Financials 7.61%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.74T
$55.6M 7.73%
407,018
-10,910
SPY icon
2
SPDR S&P 500 ETF Trust
SPY
$660B
$32.7M 4.54%
86,693
+553
MSFT icon
3
Microsoft
MSFT
$3.82T
$26.1M 3.62%
101,592
-855
QQQ icon
4
Invesco QQQ Trust
QQQ
$384B
$24M 3.33%
85,476
-2,544
XLY icon
5
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$22.7M 3.15%
164,917
-871
VGT icon
6
Vanguard Information Technology ETF
VGT
$109B
$21.7M 3.01%
66,367
-2,445
XLV icon
7
Health Care Select Sector SPDR Fund
XLV
$35.3B
$21.1M 2.93%
164,273
+619
XLF icon
8
Financial Select Sector SPDR Fund
XLF
$53.7B
$17.7M 2.46%
563,280
-2,474
AMZN icon
9
Amazon
AMZN
$2.27T
$17.2M 2.39%
162,234
-1,206
XLI icon
10
Industrial Select Sector SPDR Fund
XLI
$23.4B
$16.5M 2.29%
188,633
-1,379
JNJ icon
11
Johnson & Johnson
JNJ
$465B
$16M 2.22%
90,121
-362
HD icon
12
Home Depot
HD
$390B
$12.8M 1.78%
46,667
-995
V icon
13
Visa
V
$664B
$12.6M 1.75%
64,170
-1,585
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.06T
$11.9M 1.65%
43,491
-617
XLK icon
15
Technology Select Sector SPDR Fund
XLK
$93.7B
$11.2M 1.56%
88,487
+1,701
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.07T
$11.1M 1.55%
101,940
-1,720
JPM icon
17
JPMorgan Chase
JPM
$810B
$10.8M 1.5%
96,206
-1,209
PG icon
18
Procter & Gamble
PG
$354B
$10.4M 1.45%
72,611
-244
XLP icon
19
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$10.3M 1.44%
143,230
+5,596
VZ icon
20
Verizon
VZ
$171B
$9.34M 1.3%
183,985
+677
MCD icon
21
McDonald's
MCD
$220B
$9.27M 1.29%
37,556
-754
XLC icon
22
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$8.97M 1.25%
165,216
-4,669
META icon
23
Meta Platforms (Facebook)
META
$1.8T
$8.72M 1.21%
54,075
-1,183
IYH icon
24
iShares US Healthcare ETF
IYH
$2.9B
$8.14M 1.13%
151,380
-2,045
UNH icon
25
UnitedHealth
UNH
$323B
$8.11M 1.13%
15,786
-311
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