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
$796M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.09M
3
+$916K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$881K
5
MSFT icon
Microsoft
MSFT
+$857K

Top Sells

1
+$1.78M
2
+$491K
3
+$320K
4
MO icon
Altria Group
MO
+$320K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$319K

Sector Composition

1 Technology 12.43%
2 Industrials 8.96%
3 Communication Services 8.36%
4 Financials 7.66%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.52%
80,346
-6,247
52
$3.68M 0.46%
24,429
+1,133
53
$3.64M 0.46%
19,139
-33
54
$3.4M 0.43%
9,563
+25
55
$3.39M 0.43%
57,285
-255
56
$3.35M 0.42%
146,772
-3,883
57
$3.34M 0.42%
64,630
+3,102
58
$3.28M 0.41%
60,621
-291
59
$3.19M 0.4%
17,054
+87
60
$3.12M 0.39%
56,646
-714
61
$3.05M 0.38%
48,371
+3,026
62
$3.05M 0.38%
23,490
+1,750
63
$2.9M 0.36%
59,055
+10,206
64
$2.84M 0.36%
11,676
+30
65
$2.78M 0.35%
9,803
+265
66
$2.74M 0.34%
21,536
-506
67
$2.64M 0.33%
72,848
+5,795
68
$2.56M 0.32%
18,120
-370
69
$2.55M 0.32%
21,289
+254
70
$2.52M 0.32%
13,897
+119
71
$2.49M 0.31%
8,851
+261
72
$2.48M 0.31%
41,140
-3,864
73
$2.44M 0.31%
27,816
-550
74
$2.39M 0.3%
32,799
+20
75
$2.38M 0.3%
31,450
+350
1 2
3
4 5