We are live on ! Find out more
MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Fund
S&P 500
This Quarter Est. Return
+1.37%
1 Year Est. Return
-9.22%
3 Year Est. Return
+41.59%
5 Year Est. Return
+78.17%
10 Year Est. Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$563M
Cap. Flow %
114.69%
Top 10 Hldgs %
22.82%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$70.1M
2
AAPL icon
Apple
AAPL
+$22M
3
XOM icon
ExxonMobil
XOM
+$15.1M
4
IBM icon
IBM
IBM
+$13.6M
5
VZ icon
Verizon
VZ
+$12.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 16.46%
2 Industrials 12.43%
3 Consumer Staples 9.25%
4 Technology 8.57%
5 Healthcare 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNR icon
251
Pentair
PNR
$10.2B
$241K 0.05%
+6,234
New +$233K
BF.A icon
252
Brown-Forman Class A
BF.A
$12.3B
$240K 0.05%
+8,875
New +$254K
HAL icon
253
Halliburton
HAL
$27.9B
$237K 0.05%
+5,700
New +$238K
DISH
254
DELISTED
DISH Network Corp.
DISH
$235K 0.05%
+5,550
New +$216K
EDD
255
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$372M
$234K 0.05%
+16,222
New +$266K
SLV icon
256
iShares Silver Trust
SLV
$28.1B
$232K 0.05%
+12,250
New +$275K
SRPT icon
257
Sarepta Therapeutics
SRPT
$1.66B
$232K 0.05%
+6,100
New +$218K
WOLF icon
258
Wolfspeed
WOLF
$1.2B
$232K 0.05%
+3,650
New +$214K
SNDK
259
DELISTED
SANDISK CORP
SNDK
$232K 0.05%
+3,800
New +$217K
VHT icon
260
Vanguard Health Care ETF
VHT
$18.2B
$231K 0.05%
+2,685
New +$232K
MAA icon
261
Mid-America Apartment Communities
MAA
$15.6B
$230K 0.05%
+3,400
New +$234K
PHO icon
262
Invesco Water Resources ETF
PHO
$1.97B
$229K 0.05%
+10,433
New +$234K
RWT
263
Redwood Trust
RWT
$616M
$226K 0.05%
+13,350
New +$275K
NOC icon
264
Northrop Grumman
NOC
$77B
$222K 0.05%
+2,692
New +$210K
LGCY
265
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
$222K 0.05%
+8,350
New +$226K
HIG.WS
266
DELISTED
Hartford Financial Services Grp
HIG.WS
$221K 0.05%
+10,100
New +$201K
LNT icon
267
Alliant Energy
LNT
$19.4B
$219K 0.04%
+8,700
New +$221K
STX icon
268
Seagate
STX
$193B
$217K 0.04%
+4,850
New +$195K
TRP icon
269
TC Energy
TRP
$73.5B
$215K 0.04%
+5,000
New +$236K
CTSH icon
270
Cognizant
CTSH
$21.5B
$212K 0.04%
+6,800
New +$226K
APL
271
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
$211K 0.04%
+5,550
New +$205K
DBP icon
272
Invesco DB Precious Metals Fund
DBP
$237M
$209K 0.04%
+5,180
New +$243K
VIAB
273
DELISTED
Viacom Inc. Class B
VIAB
$206K 0.04%
+3,037
New +$202K
OTTR icon
274
Otter Tail
OTTR
$3.88B
$204K 0.04%
+7,200
New +$212K
PNC icon
275
PNC Financial Services
PNC
$100B
$204K 0.04%
+2,810
New +$195K
8 9 10
11
12

Similar funds

DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
TFM
TPI Fund Managers London, United Kingdom $597M AUM 7.13% 1-Year Est. Return
BDWM
Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
FPS
Fieldpoint Private Securities Greenwich, Connecticut $344M AUM 7.21% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return

Murphy Capital Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Murphy Capital Management, which disclosed 297 positions worth $491M. Its ten largest holdings account for 23% of the portfolio.

Its largest position is KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.

By sector, the portfolio is most concentrated in Energy at 16% of assets, followed by Industrials and Consumer Staples.

  • Murphy Capital Management's largest Q2 2013 buy was KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.
  • Murphy Capital Management's ten largest holdings make up 23% of its $491M portfolio in Q2 2013.
  • Murphy Capital Management disclosed 297 positions in Q2 2013, its first 13F filing on record.

Based on Murphy Capital Management's 13F filing for Q2 2013, filed 24 Jul 2013.