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
51
$3.38M 0.49%
156,871
+6,864
52
$3.26M 0.47%
94,899
-5,598
53
$3.2M 0.46%
58,725
-1,155
54
$3.13M 0.46%
62,125
+1,140
55
$3.07M 0.45%
22,676
-63
56
$2.98M 0.43%
123,684
-634
57
$2.85M 0.41%
57,174
-114
58
$2.84M 0.41%
47,160
+2,273
59
$2.84M 0.41%
61,329
-931
60
$2.73M 0.4%
23,470
+512
61
$2.67M 0.39%
18,072
+609
62
$2.65M 0.39%
8,905
+215
63
$2.65M 0.38%
12,697
-183
64
$2.54M 0.37%
64,493
+4,612
65
$2.41M 0.35%
43,977
+162
66
$2.37M 0.34%
9,408
+295
67
$2.36M 0.34%
67,786
+5,266
68
$2.32M 0.34%
21,324
+416
69
$2.31M 0.34%
15,945
-195
70
$2.27M 0.33%
8,935
-570
71
$2.27M 0.33%
25,624
+178
72
$2.17M 0.32%
21,335
+335
73
$2.12M 0.31%
34,900
74
$2.1M 0.3%
27,896
-2,180
75
$2.03M 0.3%
20,270
-448
1 2
3
4 5