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
$575M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.77M
3
+$1.33M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$971K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$753K

Top Sells

1
+$4.38M
2
+$1.26M
3
+$1.07M
4
ITB icon
iShares US Home Construction ETF
ITB
+$980K
5
META icon
Meta Platforms (Facebook)
META
+$641K

Sector Composition

1 Energy 16.01%
2 Industrials 13.1%
3 Consumer Staples 8.45%
4 Technology 8.12%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.57%
22,970
-210
52
$3.19M 0.55%
39,582
-1,325
53
$3.08M 0.54%
78,185
+1,675
54
$3.04M 0.53%
34,316
+330
55
$3.03M 0.53%
43,949
+1,553
56
$3.02M 0.52%
46,306
+550
57
$2.99M 0.52%
32,950
-3,270
58
$2.93M 0.51%
43,642
+1,268
59
$2.91M 0.51%
111,045
+3,600
60
$2.9M 0.5%
81,021
+2,001
61
$2.8M 0.49%
50,674
+4,736
62
$2.62M 0.46%
52,590
-4,290
63
$2.62M 0.46%
50,120
+6,740
64
$2.6M 0.45%
54,492
+2,389
65
$2.51M 0.44%
28,845
-1,098
66
$2.5M 0.44%
47,111
+3,263
67
$2.48M 0.43%
35,379
-850
68
$2.27M 0.4%
57,994
-698
69
$2.26M 0.39%
49,426
-1,040
70
$2.22M 0.39%
12,000
+1,772
71
$2.21M 0.38%
18,840
-1,010
72
$2.21M 0.38%
230,412
+600
73
$2.14M 0.37%
52,038
-7,697
74
$2.1M 0.37%
84,645
-39,505
75
$2.08M 0.36%
21,370
-1,900
1 2
3
4 5