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MCM
Murphy Capital Management Portfolio holdings
AUM
$720M
1-Year Est. Return
9.22%
This Fund
S&P 500
This Quarter
Est. Return
+1.37%
1 Year Est. Return
-9.22%
3 Year Est. Return
+41.59%
5 Year Est. Return
+78.17%
10 Year Est. Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$563M
Cap. Flow
% of AUM
114.69%
Top 10 Holdings %
Top 10 Hldgs %
22.82%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
+$70.1M |
| 2 |
Apple
AAPL
|
+$22M |
| 3 |
ExxonMobil
XOM
|
+$15.1M |
| 4 |
IBM
IBM
|
+$13.6M |
| 5 |
Verizon
VZ
|
+$12.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 16.46% |
| 2 | Industrials | 12.43% |
| 3 | Consumer Staples | 9.25% |
| 4 | Technology | 8.57% |
| 5 | Healthcare | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
General Mills
GIS
$19.2B
| $2.74M | 0.56% |
+56,480
| New | +$2.78M |
|
52
Consolidated Edison
ED
$41.6B
| $2.68M | 0.55% |
+46,039
| New | +$2.76M |
|
53
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $2.67M | 0.54% |
+68,308
| New | +$2.71M |
|
|
DD
54
DELISTED
Du Pont De Nemours E I
DD
| $2.65M | 0.54% |
+53,244
| New | +$2.69M |
|
55
Walmart Inc
WMT
$871B
| $2.65M | 0.54% |
+106,845
| New | +$2.74M |
|
56
Philip Morris
PM
$301B
| $2.61M | 0.53% |
+30,167
| New | +$2.8M |
|
|
CELG
57
DELISTED
Celgene Corp
CELG
| $2.57M | 0.52% |
+43,916
| New | +$2.64M |
|
|
BAY
58
DELISTED
BAYER AG SPONS ADR
BAY
| $2.55M | 0.52% |
+23,915
| New | +$2.55M |
|
59
United Parcel Service
UPS
$97.6B
| $2.49M | 0.51% |
+28,787
| New | +$2.47M |
|
|
YHOO
60
DELISTED
Yahoo Inc
YHOO
| $2.41M | 0.49% |
+95,850
| New | +$2.43M |
|
61
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $2.35M | 0.48% |
+153,850
| New | +$2.38M |
|
62
iShares MSCI EAFE ETF
EFA
$76.4B
| $2.35M | 0.48% |
+40,930
| New | +$2.47M |
|
63
Colgate-Palmolive
CL
$72.6B
| $2.34M | 0.48% |
+40,896
| New | +$2.43M |
|
64
American Express
AXP
$223B
| $2.31M | 0.47% |
+30,902
| New | +$2.2M |
|
65
Merck
MRK
$324B
| $2.17M | 0.44% |
+49,023
| New | +$2.19M |
|
66
International Paper
IP
$22.3B
| $2.15M | 0.44% |
+51,938
| New | +$2.24M |
|
|
KMR
67
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $2.12M | 0.43% |
+917,177
| New | +$70.1M |
|
68
Vanguard Real Estate ETF
VNQ
$39.9B
| $2.11M | 0.43% |
+30,675
| New | +$2.23M |
|
69
Emerson Electric
EMR
$82.9B
| $2.09M | 0.43% |
+38,329
| New | +$2.16M |
|
70
Kimberly-Clark
KMB
$36.4B
| $2.06M | 0.42% |
+22,177
| New | +$2.14M |
|
|
OKS
71
DELISTED
Oneok Partners LP
OKS
| $2.04M | 0.42% |
+41,177
| New | +$2.16M |
|
72
Starbucks
SBUX
$118B
| $2.02M | 0.41% |
+61,672
| New | +$1.92M |
|
73
Hershey
HSY
$35.4B
| $1.99M | 0.4% |
+22,275
| New | +$1.97M |
|
74
Kayne Anderson Energy Infrastructure Fund
KYN
$2.52B
| $1.98M | 0.4% |
+50,911
| New | +$1.85M |
|
|
DGL
75
DELISTED
Invesco DB Gold Fund
DGL
| $1.95M | 0.4% |
+46,835
| New | +$2.25M |
|
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CP
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FPS
IC
Murphy Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Murphy Capital Management, which disclosed 297 positions worth $491M. Its ten largest holdings account for 23% of the portfolio.
Its largest position is KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.
By sector, the portfolio is most concentrated in Energy at 16% of assets, followed by Industrials and Consumer Staples.
- Murphy Capital Management's largest Q2 2013 buy was KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.
- Murphy Capital Management's ten largest holdings make up 23% of its $491M portfolio in Q2 2013.
- Murphy Capital Management disclosed 297 positions in Q2 2013, its first 13F filing on record.
Based on Murphy Capital Management's 13F filing for Q2 2013, filed 24 Jul 2013.