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MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Fund
S&P 500
This Quarter Est. Return
+1.37%
1 Year Est. Return
-9.22%
3 Year Est. Return
+41.59%
5 Year Est. Return
+78.17%
10 Year Est. Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$563M
Cap. Flow %
114.69%
Top 10 Hldgs %
22.82%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$70.1M
2
AAPL icon
Apple
AAPL
+$22M
3
XOM icon
ExxonMobil
XOM
+$15.1M
4
IBM icon
IBM
IBM
+$13.6M
5
VZ icon
Verizon
VZ
+$12.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 16.46%
2 Industrials 12.43%
3 Consumer Staples 9.25%
4 Technology 8.57%
5 Healthcare 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEG icon
101
Public Service Enterprise Group
PEG
$39.8B
$1.27M 0.26%
+38,816
New +$1.33M
BBH icon
102
VanEck Biotech ETF
BBH
$396M
$1.26M 0.26%
+18,360
New +$1.28M
MWE
103
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
$1.23M 0.25%
+18,415
New +$1.19M
FDX icon
104
FedEx
FDX
$74.5B
$1.23M 0.25%
+12,433
New +$1.21M
IYW icon
105
iShares US Technology ETF
IYW
$23.7B
$1.22M 0.25%
+66,408
New +$1.23M
DEO icon
106
Diageo
DEO
$46.2B
$1.22M 0.25%
+10,620
New +$1.28M
IEZ icon
107
iShares US Oil Equipment & Services ETF
IEZ
$367M
$1.2M 0.25%
+21,245
New +$1.21M
PNY
108
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
$1.17M 0.24%
+34,795
New +$1.18M
PFE icon
109
Pfizer
PFE
$140B
$1.16M 0.24%
+43,585
New +$1.2M
IHF icon
110
iShares US Healthcare Providers ETF
IHF
$1.18B
$1.15M 0.23%
+68,415
New +$1.1M
AMLP icon
111
Alerian MLP ETF
AMLP
$12.9B
$1.13M 0.23%
+12,690
New +$1.12M
XLP icon
112
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$1.13M 0.23%
+28,495
New +$1.16M
XLB icon
113
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$1.12M 0.23%
+58,518
New +$1.16M
AMGN icon
114
Amgen
AMGN
$203B
$1.11M 0.23%
+11,293
New +$1.17M
IWP icon
115
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$1.1M 0.22%
+30,698
New +$1.1M
LMT icon
116
Lockheed Martin
LMT
$134B
$1.08M 0.22%
+10,009
New +$1.02M
TT icon
117
Trane Technologies
TT
$106B
$1.07M 0.22%
+24,207
New +$1.08M
APC
118
DELISTED
Anadarko Petroleum
APC
$1.05M 0.21%
+12,210
New +$1.05M
IHI icon
119
iShares US Medical Devices ETF
IHI
$3.02B
$1.04M 0.21%
+79,260
New +$1.03M
SHPG
120
DELISTED
Shire pic
SHPG
$1.02M 0.21%
+10,775
New +$1.01M
SWK icon
121
Stanley Black & Decker
SWK
$14.2B
$1.02M 0.21%
+13,150
New +$1.03M
TLP
122
DELISTED
Transmontaigne
TLP
$1.01M 0.21%
+24,150
New +$1.09M
XNTK icon
123
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$990K 0.2%
+26,660
New +$989K
NVS icon
124
Novartis
NVS
$295B
$971K 0.2%
+15,339
New +$998K
RYN icon
125
Rayonier
RYN
$6.49B
$969K 0.2%
+25,846
New +$1M
3 4
5
6 7

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Murphy Capital Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Murphy Capital Management, which disclosed 297 positions worth $491M. Its ten largest holdings account for 23% of the portfolio.

Its largest position is KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.

By sector, the portfolio is most concentrated in Energy at 16% of assets, followed by Industrials and Consumer Staples.

  • Murphy Capital Management's largest Q2 2013 buy was KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.
  • Murphy Capital Management's ten largest holdings make up 23% of its $491M portfolio in Q2 2013.
  • Murphy Capital Management disclosed 297 positions in Q2 2013, its first 13F filing on record.

Based on Murphy Capital Management's 13F filing for Q2 2013, filed 24 Jul 2013.