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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
EEB
276
DELISTED
Invesco BRIC ETF
EEB
$204K 0.04%
+6,675
New +$224K
FEZ icon
277
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$200K 0.04%
+6,040
New +$211K
DNP icon
278
DNP Select Income Fund
DNP
$4.18B
$198K 0.04%
+20,210
New +$207K
PGF icon
279
Invesco Financial Preferred ETF
PGF
$676M
$197K 0.04%
+11,045
New +$203K
ORI icon
280
Old Republic International
ORI
$10.3B
$144K 0.03%
+11,200
New +$148K
MDXG icon
281
MiMedx Group
MDXG
$626M
$141K 0.03%
+20,000
New +$140K
MACK
282
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$108K 0.02%
+2,052
New +$89.9K
OXSQ icon
283
Oxford Square Capital
OXSQ
$151M
$106K 0.02%
+11,087
New +$108K
MNKD icon
284
MannKind Corp
MNKD
$1.28B
$86K 0.02%
+2,660
New +$71.2K
DHF
285
BNY Mellon High Yield Strategies Fund
DHF
$171M
$74K 0.02%
+17,780
New +$77.7K
SBCF icon
286
Seacoast Banking Corp of Florida
SBCF
$3.26B
$33K 0.01%
+3,040
New +$31.2K
8 9 10 11
12

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BDWM
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MWM
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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.