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
$864M
AUM Growth
-$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.27M
3
+$652K
4
WTV icon
WisdomTree US Value Fund
WTV
+$430K
5
SCHW icon
Charles Schwab
SCHW
+$371K

Top Sells

1
+$3.36M
2
+$1.51M
3
+$929K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$810K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$809K

Sector Composition

1 Technology 13.97%
2 Industrials 8%
3 Financials 7.82%
4 Healthcare 7.15%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSX icon
51
CSX Corp
CSX
$68.2B
$4.29M 0.5%
114,434
-4,920
TT icon
52
Trane Technologies
TT
$92.5B
$4.07M 0.47%
26,632
-1,118
PFE icon
53
Pfizer
PFE
$139B
$4M 0.46%
77,299
+83
CRM icon
54
Salesforce
CRM
$231B
$3.88M 0.45%
18,296
-2,906
CSCO icon
55
Cisco
CSCO
$277B
$3.67M 0.43%
65,861
+810
LOW icon
56
Lowe's Companies
LOW
$137B
$3.54M 0.41%
17,529
-1,085
MO icon
57
Altria Group
MO
$109B
$3.49M 0.4%
66,738
-2,852
MA icon
58
Mastercard
MA
$507B
$3.44M 0.4%
9,616
+91
IHE icon
59
iShares US Pharmaceuticals ETF
IHE
$602M
$3.42M 0.4%
52,875
-1,350
AXP icon
60
American Express
AXP
$239B
$3.17M 0.37%
16,971
-1,000
VOX icon
61
Vanguard Communication Services ETF
VOX
$5.69B
$3.12M 0.36%
25,994
+1,640
IHI icon
62
iShares US Medical Devices ETF
IHI
$4.2B
$2.99M 0.35%
49,106
-3,915
TSLA icon
63
Tesla
TSLA
$1.46T
$2.94M 0.34%
8,184
+3,690
BMY icon
64
Bristol-Myers Squibb
BMY
$88.8B
$2.89M 0.33%
39,603
-2,077
SYK icon
65
Stryker
SYK
$143B
$2.89M 0.33%
10,814
-438
IBB icon
66
iShares Biotechnology ETF
IBB
$6.17B
$2.86M 0.33%
21,969
-1,774
HSY icon
67
Hershey
HSY
$38.1B
$2.81M 0.33%
12,990
+400
CP icon
68
Canadian Pacific Kansas City
CP
$70.2B
$2.8M 0.32%
33,914
-722
GD icon
69
General Dynamics
GD
$89.1B
$2.79M 0.32%
11,559
-739
PEG icon
70
Public Service Enterprise Group
PEG
$42.3B
$2.74M 0.32%
39,172
-1,259
CMCSA icon
71
Comcast
CMCSA
$109B
$2.68M 0.31%
57,213
-1,492
IYW icon
72
iShares US Technology ETF
IYW
$22.1B
$2.65M 0.31%
25,749
-840
FDX icon
73
FedEx
FDX
$56.1B
$2.33M 0.27%
10,078
+141
ABT icon
74
Abbott
ABT
$224B
$2.28M 0.26%
19,249
-514
IBM icon
75
IBM
IBM
$262B
$2.26M 0.26%
17,373
-388
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3
4 5