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
$931M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$559K
3
+$534K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Top Sells

1
+$1.34M
2
+$789K
3
+$636K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
WTV icon
WisdomTree US Value Fund
WTV
+$464K

Sector Composition

1 Technology 14.17%
2 Industrials 7.77%
3 Communication Services 7.65%
4 Financials 7.28%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.59M 1.03%
66,240
-160
27
$9.35M 1%
155,710
-1,540
28
$8.66M 0.93%
41,553
-319
29
$8.6M 0.92%
49,487
-232
30
$8.16M 0.88%
16,254
+621
31
$7.15M 0.77%
33,368
+153
32
$7.08M 0.76%
28,107
-230
33
$6.79M 0.73%
18,697
-68
34
$6.45M 0.69%
75,002
-1,624
35
$6.45M 0.69%
71,197
+686
36
$6.28M 0.67%
106,016
-3,214
37
$6.15M 0.66%
32,467
-748
38
$6M 0.64%
51,093
+795
39
$5.92M 0.64%
133,107
+4,178
40
$5.9M 0.63%
82,399
-1,003
41
$5.85M 0.63%
16,288
+1,555
42
$5.72M 0.61%
38,539
-1,441
43
$5.61M 0.6%
27,750
-314
44
$5.47M 0.59%
27,155
-1,202
45
$5.39M 0.58%
21,202
-462
46
$5.14M 0.55%
84,081
-1,391
47
$5.13M 0.55%
88,450
-325
48
$4.87M 0.52%
79,548
-199
49
$4.81M 0.52%
18,614
-40
50
$4.77M 0.51%
85,941
+4,622
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2
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