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
101
$1.51M 0.21%
28,135
-167
102
$1.49M 0.21%
10,455
-195
103
$1.47M 0.21%
17,628
-17
104
$1.45M 0.21%
6,589
105
$1.44M 0.2%
9,505
-3,700
106
$1.42M 0.2%
14,915
-780
107
$1.34M 0.19%
19,486
-265
108
$1.3M 0.18%
15,275
-888
109
$1.27M 0.18%
5,535
+100
110
$1.2M 0.17%
34,265
-5,795
111
$1.19M 0.17%
21,783
-1,060
112
$1.18M 0.17%
40,500
-1,000
113
$1.14M 0.16%
26,194
-1,655
114
$1.07M 0.15%
8,613
115
$1.06M 0.15%
16,692
-233
116
$1.05M 0.15%
13,798
-26
117
$989K 0.14%
2,877
-80
118
$984K 0.14%
27,000
-3,600
119
$973K 0.14%
16,088
+400
120
$968K 0.14%
16,943
-170
121
$957K 0.14%
11,050
-200
122
$938K 0.13%
12,302
+82
123
$925K 0.13%
6,115
-385
124
$906K 0.13%
3,085
125
$889K 0.13%
19,825
-3,005
3 4
5
6 7