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
$730M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.1M
3
+$913K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$709K
5
UNH icon
UnitedHealth
UNH
+$683K

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.41M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
AAPL icon
Apple
AAPL
+$915K

Sector Composition

1 Industrials 13.04%
2 Communication Services 8.11%
3 Consumer Staples 7.73%
4 Healthcare 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.36%
24,603
-3,051
77
$2.55M 0.35%
47,445
-2,180
78
$2.49M 0.34%
12,270
-350
79
$2.46M 0.34%
33,088
+51
80
$2.45M 0.34%
40,436
+175
81
$2.42M 0.33%
73,647
+300
82
$2.36M 0.32%
61,729
-130
83
$2.32M 0.32%
30,760
-1,075
84
$2.31M 0.32%
79,980
+330
85
$2.27M 0.31%
63,035
+4,642
86
$2.27M 0.31%
66,039
-567
87
$2.26M 0.31%
26,974
+1,339
88
$2.2M 0.3%
22,175
-225
89
$2.19M 0.3%
53,952
-3,440
90
$2.13M 0.29%
31,629
-5,366
91
$2.13M 0.29%
10,186
+2,229
92
$2.05M 0.28%
24,127
-10
93
$2.04M 0.28%
11,738
+31
94
$2.03M 0.28%
39,459
-499
95
$2M 0.27%
12,705
96
$1.98M 0.27%
17,445
-200
97
$1.98M 0.27%
12,040
+90
98
$1.87M 0.26%
31,310
-300
99
$1.85M 0.25%
21,815
-1,210
100
$1.83M 0.25%
26,380
+1,000
2 3
4
5 6