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
$633M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.3M
3
+$1.53M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$425K

Top Sells

1
+$1.32M
2
+$604K
3
+$556K
4
INDA icon
iShares MSCI India ETF
INDA
+$551K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$547K

Sector Composition

1 Technology 13.17%
2 Industrials 8.16%
3 Communication Services 8.07%
4 Consumer Discretionary 7.45%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.02M 1.11%
99,300
+2,340
27
$6.39M 1.01%
48,301
+522
28
$5.9M 0.93%
40,778
+1,187
29
$5.83M 0.92%
44,702
-967
30
$5.55M 0.88%
34,068
-1,024
31
$5.48M 0.87%
29,906
+31
32
$5.34M 0.84%
20,723
-216
33
$5.29M 0.84%
71,674
+4,323
34
$5.09M 0.8%
114,013
+416
35
$4.87M 0.77%
+79,007
36
$4.86M 0.77%
28,759
-445
37
$4.68M 0.74%
66,060
-1,060
38
$4.49M 0.71%
100,497
-2,062
39
$4.39M 0.69%
49,223
+515
40
$4.38M 0.69%
23,383
-1,185
41
$4.18M 0.66%
74,147
+2,500
42
$3.9M 0.62%
13,223
+1,442
43
$3.79M 0.6%
34,108
-662
44
$3.73M 0.59%
95,083
+619
45
$3.63M 0.57%
93,930
-3,445
46
$3.53M 0.56%
62,602
-2,196
47
$3.44M 0.54%
86,118
+9,282
48
$3.42M 0.54%
150,007
-1,081
49
$3.13M 0.5%
134,784
+345
50
$3.11M 0.49%
22,739
-25
1
2
3 4 5