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
$730M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.1M
3
+$913K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$709K
5
UNH icon
UnitedHealth
UNH
+$683K

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.41M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
AAPL icon
Apple
AAPL
+$915K

Sector Composition

1 Industrials 13.04%
2 Communication Services 8.11%
3 Consumer Staples 7.73%
4 Healthcare 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$733K 0.1%
11,900
152
$700K 0.1%
4,795
153
$685K 0.09%
3,465
-110
154
$675K 0.09%
9,910
-2,475
155
$664K 0.09%
10,215
+250
156
$663K 0.09%
12,090
-1,225
157
$660K 0.09%
5,650
158
$657K 0.09%
14,000
-150
159
$638K 0.09%
6,887
160
$608K 0.08%
12,681
-100
161
$564K 0.08%
3,325
162
$563K 0.08%
3,442
-439
163
$555K 0.08%
2,985
-3,186
164
$548K 0.08%
18,419
+64
165
$540K 0.07%
6,294
-75
166
$535K 0.07%
4,659
-94
167
$534K 0.07%
16,715
168
$530K 0.07%
4,524
169
$519K 0.07%
6,300
-400
170
$516K 0.07%
4,786
171
$516K 0.07%
7,204
-1,475
172
$513K 0.07%
2,749
-100
173
$509K 0.07%
11,102
+2,925
174
$499K 0.07%
12,594
-442
175
$497K 0.07%
7,866
5 6
7
8 9