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
$796M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.09M
3
+$916K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$881K
5
MSFT icon
Microsoft
MSFT
+$857K

Top Sells

1
+$1.78M
2
+$491K
3
+$320K
4
MO icon
Altria Group
MO
+$320K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$319K

Sector Composition

1 Technology 12.43%
2 Industrials 8.96%
3 Communication Services 8.36%
4 Financials 7.66%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$784K 0.1%
12,493
-132
127
$771K 0.1%
9,230
+175
128
$770K 0.1%
31,711
+23,311
129
$760K 0.1%
6,053
-100
130
$744K 0.09%
2,299
-375
131
$730K 0.09%
6,753
+451
132
$716K 0.09%
+30,757
133
$713K 0.09%
2,752
+1,327
134
$651K 0.08%
3,215
-65
135
$639K 0.08%
7,290
-105
136
$605K 0.08%
11,350
-500
137
$602K 0.08%
7,570
138
$602K 0.08%
4,950
+150
139
$588K 0.07%
3,017
-208
140
$566K 0.07%
1,884
+9
141
$561K 0.07%
9,330
142
$556K 0.07%
24,400
143
$547K 0.07%
+726
144
$546K 0.07%
4,960
-100
145
$538K 0.07%
7,678
+810
146
$532K 0.07%
8,179
+866
147
$482K 0.06%
3,056
+845
148
$476K 0.06%
8,460
-160
149
$474K 0.06%
5,320
+445
150
$472K 0.06%
2,975
+25
4 5
6
7 8