MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.1M
3
+$913K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$709K
5
UNH icon
UnitedHealth
UNH
+$683K

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.41M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
AAPL icon
Apple
AAPL
+$915K

Sector Composition

1 Industrials 13.04%
2 Communication Services 8.11%
3 Consumer Staples 7.73%
4 Healthcare 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48M 1.16%
49,250
-635
27
$7.9M 1.08%
226,610
-3,075
28
$7.84M 1.07%
31,678
-4,984
29
$7.8M 1.07%
53,086
-465
30
$6.92M 0.95%
57,685
-222
31
$6.81M 0.93%
47,379
+497
32
$6.73M 0.92%
78,681
-468
33
$6.68M 0.91%
117,350
+16,040
34
$6.59M 0.9%
143,589
-741
35
$6.42M 0.88%
218,563
-27,088
36
$6.28M 0.86%
50,173
-271
37
$6.2M 0.85%
118,420
-600
38
$5.86M 0.8%
47,028
-1,043
39
$5.73M 0.78%
42,715
-964
40
$5.69M 0.78%
38,821
-460
41
$5.56M 0.76%
46,679
-1,237
42
$5.3M 0.73%
100,580
-2,200
43
$4.96M 0.68%
77,654
-451
44
$4.89M 0.67%
79,819
-273
45
$4.82M 0.66%
169,974
+150
46
$4.72M 0.65%
18,914
+320
47
$4.61M 0.63%
80,215
-2,700
48
$4.41M 0.6%
28,490
+35
49
$4.35M 0.6%
84,471
-1,065
50
$4.11M 0.56%
69,053
-815
1
2
3 4 5