MCM
Murphy Capital Management Portfolio holdings
AUM
$720M
This Quarter Return
+7.15%
1 Year Return
-9.22%
3 Year Return
+41.59%
5 Year Return
+78.19%
10 Year Return
–
AUM
$656M
AUM Growth
+$656M
(+8.2%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
22.95%
Holding
334
New
43
Increased
120
Reduced
129
Closed
22
Top Buys
| 1 |
Whirlpool
WHR
|
$3.73M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.69M |
| 3 |
Amazon
AMZN
|
$2.17M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.48M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.34M |
Top Sells
| 1 |
Bausch Health
BHC
|
$2.13M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.76M |
| 3 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$1.3M |
| 4 |
Magna International
MGA
|
$1.15M |
| 5 |
iShares MSCI India ETF
INDA
|
$1.04M |
Sector Composition
| 1 | Industrials | 11.31% |
| 2 | Consumer Staples | 9.77% |
| 3 | Healthcare | 8.33% |
| 4 | Communication Services | 8.11% |
| 5 | Consumer Discretionary | 7.61% |
