MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.26M
3
+$1.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$715K
5
UGI icon
UGI
UGI
+$584K

Top Sells

1
+$92.7M
2
+$2.83M
3
+$1.85M
4
BBH icon
VanEck Biotech ETF
BBH
+$1.75M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.4M

Sector Composition

1 Energy 16.16%
2 Industrials 12.85%
3 Healthcare 8.15%
4 Consumer Staples 7.98%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$117K 0.02%
2,052
327
$114K 0.02%
8,750
-1,250
328
$105K 0.02%
4
329
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-24,615
330
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-4,000
331
– –
-9,375
332
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-18,150
333
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-14,611
334
– –
-12,200
335
– –
-10,680
336
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-1,950
337
– –
-7,725
338
– –
-6,400
339
– –
-6,556
340
– –
-76,395
341
– –
-8,600
342
– –
-5,220
343
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-6,300
344
– –
-13,250
345
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-14,775
346
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-6,057
347
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-4,150
348
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-5,438
349
– –
-18,190
350
– –
-5,717
11 12 13
14
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