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
$704M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$272K
3
+$264K
4
CVX icon
Chevron
CVX
+$253K
5
CVS icon
CVS Health
CVS
+$230K

Top Sells

1
+$1.75M
2
+$1.37M
3
+$1.28M
4
KR icon
Kroger
KR
+$603K
5
WTRG icon
Essential Utilities
WTRG
+$579K

Sector Composition

1 Technology 10.78%
2 Industrials 10.51%
3 Financials 8.34%
4 Communication Services 7.96%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.75M 1.1%
52,510
-1,767
27
$7.68M 1.09%
110,140
-6,209
28
$7.54M 1.07%
174,785
-1,375
29
$7.49M 1.07%
81,746
-2,499
30
$7.38M 1.05%
41,686
-490
31
$6.72M 0.96%
32,020
-400
32
$6.69M 0.95%
48,927
-614
33
$6.47M 0.92%
116,937
-1,816
34
$6.46M 0.92%
96,660
-1,760
35
$6.21M 0.88%
51,497
+2,101
36
$6M 0.85%
21,041
-428
37
$5.84M 0.83%
67,361
-905
38
$5.41M 0.77%
29,942
-895
39
$5.33M 0.76%
106,742
-8,089
40
$5.1M 0.72%
36,562
-570
41
$4.7M 0.67%
72,800
-1,740
42
$4.6M 0.65%
68,700
-3,360
43
$4.5M 0.64%
152,538
-617
44
$4.45M 0.63%
33,460
-360
45
$4.09M 0.58%
25,183
-725
46
$4.07M 0.58%
115,579
+1,442
47
$4.06M 0.58%
58,538
-2,459
48
$4.05M 0.58%
66,028
-2,000
49
$3.99M 0.57%
99,350
-375
50
$3.92M 0.56%
33,511
+65
1
2
3 4 5