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
101
$1.37M 0.15%
11,923
-115
102
$1.36M 0.15%
18,900
103
$1.35M 0.14%
15,720
-213
104
$1.34M 0.14%
2,359
-10
105
$1.33M 0.14%
25,913
-3,022
106
$1.33M 0.14%
9,333
-475
107
$1.33M 0.14%
15,611
-325
108
$1.21M 0.13%
41,130
+18,170
109
$1.21M 0.13%
1,318
+218
110
$1.19M 0.13%
9,218
-284
111
$1.18M 0.13%
12,423
-651
112
$1.18M 0.13%
4,802
113
$1.14M 0.12%
23,107
+141
114
$1.14M 0.12%
18,372
-415
115
$1.14M 0.12%
2,380
+392
116
$1.12M 0.12%
12,611
-1,905
117
$999K 0.11%
14,258
-85
118
$994K 0.11%
12,500
119
$992K 0.11%
2,845
-150
120
$952K 0.1%
2,182
+510
121
$898K 0.1%
6,942
+1,011
122
$887K 0.1%
2,294
-5
123
$878K 0.09%
10,876
-892
124
$848K 0.09%
10,200
125
$845K 0.09%
12,553
+2
3 4
5
6 7