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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
MJN
126
DELISTED
Mead Johnson Nutrition Company
MJN
$945K 0.19%
+11,935
New +$957K
CMI icon
127
Cummins
CMI
$91.7B
$943K 0.19%
+8,700
New +$987K
NSC icon
128
Norfolk Southern
NSC
$78.8B
$937K 0.19%
+12,900
New +$985K
CP icon
129
Canadian Pacific Kansas City
CP
$82B
$925K 0.19%
+38,125
New +$959K
WFC icon
130
Wells Fargo
WFC
$261B
$925K 0.19%
+22,436
New +$874K
EPB
131
DELISTED
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
$925K 0.19%
+21,200
New +$903K
UL icon
132
Unilever
UL
$131B
$910K 0.19%
+20,012
New +$951K
DRE
133
DELISTED
Duke Realty Corp.
DRE
$880K 0.18%
+56,507
New +$962K
OXY icon
134
Occidental Petroleum
OXY
$57B
$870K 0.18%
+10,197
New +$862K
QCOM icon
135
Qualcomm
QCOM
$176B
$861K 0.18%
+14,097
New +$899K
CNI icon
136
Canadian National Railway
CNI
$78.3B
$838K 0.17%
+17,250
New +$851K
COP icon
137
ConocoPhillips
COP
$147B
$837K 0.17%
+13,843
New +$842K
LOW icon
138
Lowe's Companies
LOW
$116B
$833K 0.17%
+20,375
New +$820K
RDS.A
139
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$833K 0.17%
+13,074
New +$866K
WES
140
DELISTED
Western Gas Partners Lp
WES
$807K 0.16%
+12,450
New +$747K
NEE icon
141
NextEra Energy
NEE
$187B
$800K 0.16%
+39,320
New +$780K
BCE icon
142
BCE
BCE
$19.9B
$799K 0.16%
+19,500
New +$883K
EEM icon
143
iShares MSCI Emerging Markets ETF
EEM
$28B
$796K 0.16%
+20,689
New +$859K
ETP
144
DELISTED
Energy Transfer Partners L.p.
ETP
$752K 0.15%
+14,881
New +$733K
XRT icon
145
State Street SPDR S&P Retail ETF
XRT
$365M
$748K 0.15%
+19,550
New +$732K
TM icon
146
Toyota
TM
$210B
$736K 0.15%
+6,100
New +$712K
VOX icon
147
Vanguard Communication Services ETF
VOX
$5.53B
$730K 0.15%
+9,255
New +$727K
UGI icon
148
UGI
UGI
$8B
$720K 0.15%
+27,675
New +$729K
GS icon
149
Goldman Sachs
GS
$313B
$719K 0.15%
+4,759
New +$726K
EMN icon
150
Eastman Chemical
EMN
$7.8B
$690K 0.14%
+9,870
New +$688K
4 5
6
7 8

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DHFB
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TFM
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BDWM
Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return
MWM
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CP
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BWM
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FPS
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IC
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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.