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
$796M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.09M
3
+$916K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$881K
5
MSFT icon
Microsoft
MSFT
+$857K

Top Sells

1
+$1.78M
2
+$491K
3
+$320K
4
MO icon
Altria Group
MO
+$320K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$319K

Sector Composition

1 Technology 12.43%
2 Industrials 8.96%
3 Communication Services 8.36%
4 Financials 7.66%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.3%
9,684
+2,214
77
$2.36M 0.3%
9,477
+292
78
$2.34M 0.29%
24,283
-92
79
$2.33M 0.29%
10,073
-155
80
$2.29M 0.29%
15,859
-600
81
$2.14M 0.27%
7,978
-33
82
$2.11M 0.27%
33,041
-546
83
$2.07M 0.26%
27,283
-775
84
$2.05M 0.26%
13,655
-845
85
$1.99M 0.25%
12,601
-23
86
$1.98M 0.25%
14,620
+275
87
$1.95M 0.25%
30,317
+16,987
88
$1.94M 0.24%
8,017
-29
89
$1.86M 0.23%
36,365
+240
90
$1.84M 0.23%
24,654
91
$1.81M 0.23%
4,906
-69
92
$1.77M 0.22%
23,298
-732
93
$1.72M 0.22%
23,006
-876
94
$1.69M 0.21%
7,377
95
$1.63M 0.21%
10,201
-342
96
$1.49M 0.19%
19,714
+396
97
$1.42M 0.18%
10,198
+298
98
$1.34M 0.17%
17,030
-13
99
$1.33M 0.17%
25,645
+1,860
100
$1.33M 0.17%
15,788
-172
2 3
4
5 6