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
$931M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$559K
3
+$534K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Top Sells

1
+$1.34M
2
+$789K
3
+$636K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
WTV icon
WisdomTree US Value Fund
WTV
+$464K

Sector Composition

1 Technology 14.17%
2 Industrials 7.77%
3 Communication Services 7.65%
4 Financials 7.28%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.25%
17,761
-2,407
77
$2.34M 0.25%
7,875
-81
78
$2.27M 0.24%
12,005
-800
79
$2.22M 0.24%
21,207
-1,430
80
$2.1M 0.23%
9,322
+195
81
$2.09M 0.22%
10,132
+10
82
$2.04M 0.22%
34,875
-1,018
83
$1.97M 0.21%
22,739
+110
84
$1.95M 0.21%
20,846
+97
85
$1.88M 0.2%
31,052
-1,190
86
$1.87M 0.2%
7,017
-5
87
$1.85M 0.2%
8,048
+2
88
$1.75M 0.19%
4,933
-590
89
$1.67M 0.18%
89,665
-42,475
90
$1.64M 0.18%
27,426
-10,037
91
$1.64M 0.18%
20,825
-2,110
92
$1.58M 0.17%
4,494
+528
93
$1.55M 0.17%
9,082
+25
94
$1.52M 0.16%
2,519
+438
95
$1.51M 0.16%
9,625
+1,025
96
$1.5M 0.16%
13,355
-1,000
97
$1.45M 0.16%
17,016
-2,099
98
$1.44M 0.16%
3,776
+65
99
$1.42M 0.15%
7,536
+580
100
$1.42M 0.15%
18,016
-3,556
2 3
4
5 6