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
$704M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$272K
3
+$264K
4
CVX icon
Chevron
CVX
+$253K
5
CVS icon
CVS Health
CVS
+$230K

Top Sells

1
+$1.75M
2
+$1.37M
3
+$1.28M
4
KR icon
Kroger
KR
+$603K
5
WTRG icon
Essential Utilities
WTRG
+$579K

Sector Composition

1 Technology 10.78%
2 Industrials 10.51%
3 Financials 8.34%
4 Communication Services 7.96%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.32%
9,475
-105
77
$2.17M 0.31%
17,681
-194
78
$2.14M 0.3%
40,425
-100
79
$2.06M 0.29%
14,007
-90
80
$2.06M 0.29%
29,838
+978
81
$2.02M 0.29%
9,874
-35
82
$2M 0.28%
38,894
-850
83
$1.98M 0.28%
38,900
-375
84
$1.93M 0.27%
22,219
-130
85
$1.9M 0.27%
32,596
-2,600
86
$1.88M 0.27%
20,000
+320
87
$1.86M 0.26%
44,367
-2,508
88
$1.78M 0.25%
29,820
-33
89
$1.75M 0.25%
62,089
-1,100
90
$1.73M 0.25%
8,775
+285
91
$1.73M 0.25%
17,028
-272
92
$1.69M 0.24%
6,358
-523
93
$1.64M 0.23%
17,403
-12
94
$1.62M 0.23%
19,889
-300
95
$1.62M 0.23%
10,982
-113
96
$1.59M 0.23%
8,275
97
$1.58M 0.22%
25,102
-900
98
$1.57M 0.22%
8,083
-560
99
$1.54M 0.22%
11,229
-296
100
$1.53M 0.22%
23,850
-2,568
2 3
4
5 6