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
$689M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$497K
3
+$339K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$284K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K

Top Sells

1
+$4.2M
2
+$738K
3
+$540K
4
COST icon
Costco
COST
+$466K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$443K

Sector Composition

1 Technology 13.85%
2 Industrials 8.39%
3 Communication Services 8.09%
4 Consumer Discretionary 7.77%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.29%
25,409
+1,040
77
$2M 0.29%
11,317
+1,057
78
$1.98M 0.29%
31,152
-6,961
79
$1.98M 0.29%
16,679
-280
80
$1.96M 0.28%
14,165
-812
81
$1.87M 0.27%
13,032
-198
82
$1.85M 0.27%
23,787
-1,030
83
$1.85M 0.27%
4,820
-35
84
$1.84M 0.27%
35,524
+3,003
85
$1.74M 0.25%
7,350
+135
86
$1.72M 0.25%
8,059
+626
87
$1.63M 0.24%
14,645
-320
88
$1.6M 0.23%
10,712
-285
89
$1.56M 0.23%
36,217
-789
90
$1.55M 0.23%
10,500
+150
91
$1.47M 0.21%
7,227
+67
92
$1.46M 0.21%
8,592
-550
93
$1.42M 0.21%
25,078
-28
94
$1.37M 0.2%
17,806
+154
95
$1.34M 0.19%
16,684
+141
96
$1.31M 0.19%
16,000
+268
97
$1.29M 0.19%
35,451
+1
98
$1.24M 0.18%
5,441
-349
99
$1.22M 0.18%
16,278
+151
100
$1.15M 0.17%
23,855
-945
2 3
4
5 6