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
126
$607K 0.1%
9,797
-450
127
$602K 0.1%
1,945
+25
128
$585K 0.09%
9,005
129
$577K 0.09%
7,350
130
$570K 0.09%
6,535
+440
131
$564K 0.09%
14,120
-1,980
132
$558K 0.09%
3,290
-100
133
$537K 0.08%
7,670
134
$528K 0.08%
3,550
-2,425
135
$510K 0.08%
3,325
136
$477K 0.08%
13,485
-500
137
$470K 0.07%
7,829
-600
138
$468K 0.07%
2,989
139
$465K 0.07%
2,250
140
$441K 0.07%
10,510
-615
141
$440K 0.07%
7,968
-524
142
$436K 0.07%
9,390
143
$429K 0.07%
11,226
-415
144
$399K 0.06%
3,410
+10
145
$397K 0.06%
5,710
-1,125
146
$383K 0.06%
9,082
-150
147
$378K 0.06%
2,815
-100
148
$378K 0.06%
7,304
149
$378K 0.06%
5,144
+469
150
$377K 0.06%
2,160
-50
4 5
6
7 8