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
$633M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.3M
3
+$1.53M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$425K

Top Sells

1
+$1.32M
2
+$604K
3
+$556K
4
INDA icon
iShares MSCI India ETF
INDA
+$551K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$547K

Sector Composition

1 Technology 13.17%
2 Industrials 8.16%
3 Communication Services 8.07%
4 Consumer Discretionary 7.45%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.18%
16,127
+1,477
102
$1.08M 0.17%
24,800
-3,850
103
$1.06M 0.17%
19,910
-117
104
$1.01M 0.16%
2,221
+25
105
$1M 0.16%
31,000
-4,000
106
$973K 0.15%
12,314
-400
107
$941K 0.15%
51,805
-5,342
108
$935K 0.15%
15,588
109
$924K 0.15%
15,003
-115
110
$908K 0.14%
29,132
-3,612
111
$893K 0.14%
22,555
+7,970
112
$891K 0.14%
2,940
+60
113
$886K 0.14%
4,485
-350
114
$844K 0.13%
19,559
-2,205
115
$843K 0.13%
2,742
116
$801K 0.13%
14,100
117
$797K 0.13%
19,558
-86
118
$790K 0.12%
15,244
-133
119
$781K 0.12%
14,243
-600
120
$755K 0.12%
22,648
-1,170
121
$686K 0.11%
6,717
-100
122
$683K 0.11%
3,210
-75
123
$671K 0.11%
6,836
+1,681
124
$667K 0.11%
23,752
-680
125
$613K 0.1%
8,870
+65
3 4
5
6 7