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
126
$876K 0.12%
16,368
127
$862K 0.12%
5,618
-330
128
$843K 0.12%
2,606
-275
129
$825K 0.12%
12,695
-500
130
$715K 0.1%
16,085
+1,285
131
$708K 0.1%
3,495
-60
132
$705K 0.1%
5,288
-70
133
$690K 0.1%
8,710
+350
134
$686K 0.1%
3,467
-230
135
$685K 0.1%
9,979
-15
136
$684K 0.1%
8,805
-900
137
$683K 0.1%
9,225
-50
138
$664K 0.09%
14,250
139
$646K 0.09%
3,794
140
$621K 0.09%
7,670
141
$608K 0.09%
12,691
-1,039
142
$604K 0.09%
1,870
143
$585K 0.08%
12,344
-90
144
$583K 0.08%
3,465
-100
145
$577K 0.08%
6,095
146
$570K 0.08%
4,125
147
$567K 0.08%
9,620
-486
148
$522K 0.07%
2,441
+141
149
$502K 0.07%
14,485
-50
150
$459K 0.07%
5,193
-1,162
4 5
6
7 8