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
$730M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.1M
3
+$913K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$709K
5
UNH icon
UnitedHealth
UNH
+$683K

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.41M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
AAPL icon
Apple
AAPL
+$915K

Sector Composition

1 Industrials 13.04%
2 Communication Services 8.11%
3 Consumer Staples 7.73%
4 Healthcare 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$269K 0.04%
3,271
227
$269K 0.04%
13,300
228
$265K 0.04%
4,154
-2,130
229
$259K 0.04%
14,347
+2,500
230
$258K 0.04%
4,250
-250
231
$253K 0.03%
4,725
-250
232
$247K 0.03%
5,225
-100
233
$246K 0.03%
2,450
234
$240K 0.03%
4,464
+400
235
$239K 0.03%
2,618
-100
236
$234K 0.03%
13,575
-1,200
237
$232K 0.03%
10,050
-50
238
$229K 0.03%
7,000
-250
239
$228K 0.03%
5,160
+1,000
240
$227K 0.03%
+3,850
241
$225K 0.03%
1,310
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242
$223K 0.03%
1,630
243
$222K 0.03%
5,000
244
$221K 0.03%
6,550
-500
245
$220K 0.03%
10,325
-100
246
$219K 0.03%
2,440
247
$219K 0.03%
+2,200
248
$218K 0.03%
4,560
-400
249
$218K 0.03%
+1,450
250
$217K 0.03%
1,859
7 8 9
10
11