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
$689M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$497K
3
+$339K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$284K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K

Top Sells

1
+$4.2M
2
+$738K
3
+$540K
4
COST icon
Costco
COST
+$466K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$443K

Sector Composition

1 Technology 13.85%
2 Industrials 8.39%
3 Communication Services 8.09%
4 Consumer Discretionary 7.77%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 1.07%
162,735
-1,375
27
$6.76M 0.98%
48,815
+514
28
$6.76M 0.98%
41,092
+314
29
$5.91M 0.86%
44,163
-539
30
$5.83M 0.85%
23,211
-172
31
$5.78M 0.84%
34,709
+601
32
$5.76M 0.84%
20,771
+48
33
$5.74M 0.83%
29,169
+410
34
$5.68M 0.82%
115,050
+1,037
35
$5.65M 0.82%
71,441
-233
36
$5.57M 0.81%
34,372
+304
37
$4.91M 0.71%
29,738
-168
38
$4.87M 0.71%
66,520
+460
39
$4.6M 0.67%
77,405
+3,258
40
$4.53M 0.66%
78,768
-239
41
$4.22M 0.61%
13,553
+330
42
$4.22M 0.61%
90,612
+4,494
43
$3.96M 0.58%
62,239
-363
44
$3.74M 0.54%
92,630
-1,300
45
$3.7M 0.54%
30,507
-615
46
$3.61M 0.52%
50,154
+931
47
$3.52M 0.51%
10,416
+15
48
$3.52M 0.51%
90,976
-4,107
49
$3.5M 0.51%
135,174
+390
50
$3.4M 0.49%
20,517
+575
1
2
3 4 5