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
$689M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$497K
3
+$339K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$284K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K

Top Sells

1
+$4.2M
2
+$738K
3
+$540K
4
COST icon
Costco
COST
+$466K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$443K

Sector Composition

1 Technology 13.85%
2 Industrials 8.39%
3 Communication Services 8.09%
4 Consumer Discretionary 7.77%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$576K 0.08%
1,625
-1,315
127
$576K 0.08%
13,066
-1,054
128
$573K 0.08%
20,819
-8,313
129
$570K 0.08%
2,989
130
$557K 0.08%
3,280
-10
131
$552K 0.08%
7,570
-100
132
$547K 0.08%
7,300
-50
133
$525K 0.08%
6,045
-490
134
$508K 0.07%
7,529
-300
135
$497K 0.07%
+13,828
136
$496K 0.07%
13,460
-25
137
$491K 0.07%
14,373
-5,186
138
$483K 0.07%
9,390
139
$480K 0.07%
3,225
-100
140
$469K 0.07%
7,868
-100
141
$440K 0.06%
8,350
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142
$437K 0.06%
1,975
-275
143
$422K 0.06%
7,312
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144
$418K 0.06%
4,800
145
$408K 0.06%
5,235
-475
146
$407K 0.06%
3,830
147
$399K 0.06%
24,400
148
$394K 0.06%
2,825
-725
149
$391K 0.06%
6,821
+156
150
$390K 0.06%
4,549
-595
4 5
6
7 8