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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
% of AUM
114.69%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$22M |
| 3 |
ExxonMobil
XOM
|
+$15.1M |
| 4 |
IBM
IBM
|
+$13.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$165B
| $4.59M | 0.93% |
+72,693
| New | +$4.59M |
|
27
iShares US Pharmaceuticals ETF
IHE
$1.47B
| $4.55M | 0.93% |
+136,920
| New | +$4.55M |
|
28
Plains All American Pipeline
PAA
$17.4B
| $4.43M | 0.9% |
+79,386
| New | +$4.49M |
|
29
Amazon
AMZN
$2.5T
| $4.36M | 0.89% |
+314,000
| New | +$4.18M |
|
30
Honeywell
HON
$77.1B
| $4.15M | 0.84% |
+58,179
| New | +$4.01M |
|
31
Alphabet (Google) Class C
GOOG
$3.9T
| $4.06M | 0.83% |
+185,372
| New | +$3.92M |
|
32
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $3.93M | 0.8% |
+101,248
| New | +$4.25M |
|
33
Caterpillar
CAT
$409B
| $3.9M | 0.79% |
+47,220
| New | +$4.02M |
|
34
Union Pacific
UNP
$183B
| $3.89M | 0.79% |
+50,410
| New | +$3.8M |
|
35
JPMorgan Chase
JPM
$939B
| $3.79M | 0.77% |
+71,836
| New | +$3.65M |
|
36
Dominion Energy
D
$62.5B
| $3.69M | 0.75% |
+64,934
| New | +$3.8M |
|
37
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $3.68M | 0.75% |
+106,005
| New | +$3.73M |
|
38
iShares US Home Construction ETF
ITB
$2.41B
| $3.58M | 0.73% |
+160,205
| New | +$3.83M |
|
|
KMP
39
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $3.46M | 0.7% |
+40,533
| New | +$3.53M |
|
40
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.28M | 0.67% |
+29,299
| New | +$3.22M |
|
41
SLB Ltd
SLB
$77.8B
| $3.13M | 0.64% |
+43,696
| New | +$3.23M |
|
|
MLPI
42
DELISTED
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
| $3M | 0.61% |
+76,360
| New | +$2.92M |
|
43
Aflac
AFL
$63.9B
| $2.96M | 0.6% |
+101,820
| New | +$2.76M |
|
44
Vanguard Information Technology ETF
VGT
$139B
| $2.94M | 0.6% |
+317,640
| New | +$2.94M |
|
45
Southern Company
SO
$110B
| $2.91M | 0.59% |
+65,907
| New | +$3.03M |
|
46
Deere & Co
DE
$170B
| $2.82M | 0.57% |
+34,722
| New | +$3M |
|
47
Duke Energy
DUK
$102B
| $2.8M | 0.57% |
+41,540
| New | +$2.94M |
|
48
Citigroup
C
$222B
| $2.77M | 0.56% |
+57,717
| New | +$2.77M |
|
|
CB
49
DELISTED
CHUBB CORPORATION
CB
| $2.76M | 0.56% |
+32,603
| New | +$2.85M |
|
50
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
| $2.76M | 0.56% |
+57,942
| New | +$2.78M |
|
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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.