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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 %
114.69%
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
AAPL icon
Apple
AAPL
+$22M
3
XOM icon
ExxonMobil
XOM
+$15.1M
4
IBM icon
IBM
IBM
+$13.6M
5
VZ icon
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
BIDU icon
76
Baidu
BIDU
$35.8B
$1.92M 0.39%
+20,333
New +$1.87M
CSX icon
77
CSX Corp
CSX
$98.6B
$1.9M 0.39%
+246,363
New +$2.02M
MSFT icon
78
Microsoft
MSFT
$2.84T
$1.79M 0.36%
+51,739
New +$1.7M
FDN icon
79
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$1.78M 0.36%
+39,295
New +$1.74M
XLI icon
80
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$1.73M 0.35%
+40,635
New +$1.73M
BHC icon
81
Bausch Health
BHC
$1.65B
$1.7M 0.35%
+19,730
New +$1.55M
V icon
82
Visa
V
$677B
$1.63M 0.33%
+35,760
New +$1.56M
FEN
83
DELISTED
First Trust Energy Income and Growth Fund
FEN
$1.57M 0.32%
+46,309
New +$1.59M
INTC icon
84
Intel
INTC
$466B
$1.52M 0.31%
+62,971
New +$1.49M
BMY icon
85
Bristol-Myers Squibb
BMY
$127B
$1.51M 0.31%
+33,833
New +$1.47M
DIA icon
86
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$1.5M 0.31%
+10,085
New +$1.51M
SPY icon
87
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.48M 0.3%
+9,197
New +$1.48M
APD icon
88
Air Products & Chemicals
APD
$66.3B
$1.47M 0.3%
+17,377
New +$1.46M
CEM
89
DELISTED
ClearBridge MLP and Midstream Fund Inc.
CEM
$1.46M 0.3%
+10,383
New +$1.42M
XLU icon
90
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$1.44M 0.29%
+76,338
New +$1.5M
CMCSA icon
91
Comcast
CMCSA
$79.1B
$1.42M 0.29%
+67,790
New +$1.4M
ESRX
92
DELISTED
Express Scripts Holding Company
ESRX
$1.41M 0.29%
+22,836
New +$1.38M
GEL icon
93
Genesis Energy
GEL
$1.84B
$1.39M 0.28%
+26,735
New +$1.32M
BAX icon
94
Baxter International
BAX
$11.6B
$1.38M 0.28%
+36,630
New +$1.4M
SI
95
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$1.37M 0.28%
+13,490
New +$1.42M
EMC
96
DELISTED
EMC CORPORATION
EMC
$1.35M 0.27%
+57,020
New +$1.34M
IAK icon
97
iShares US Insurance ETF
IAK
$511M
$1.33M 0.27%
+32,660
New +$1.29M
MCK icon
98
McKesson
MCK
$98.5B
$1.32M 0.27%
+11,550
New +$1.29M
GLD icon
99
SPDR Gold Trust
GLD
$131B
$1.31M 0.27%
+10,998
New +$1.51M
YUM icon
100
Yum! Brands
YUM
$41B
$1.27M 0.26%
+25,567
New +$1.27M
2 3
4
5 6

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TFM
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BDWM
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MWM
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CP
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BWM
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FPS
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IC
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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.