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
151
$383K 0.06%
9,240
-194
152
$378K 0.05%
2,940
-470
153
$371K 0.05%
9,621
-1,605
154
$359K 0.05%
1,859
-301
155
$345K 0.05%
6,235
-70
156
$343K 0.05%
8,532
-550
157
$340K 0.05%
3,510
158
$339K 0.05%
2,465
-350
159
$338K 0.05%
1,718
+30
160
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3,212
-329
161
$329K 0.05%
2,304
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162
$324K 0.05%
20,329
+3,350
163
$320K 0.05%
2,550
164
$320K 0.05%
1,775
165
$319K 0.05%
8,045
-1,080
166
$311K 0.05%
5,950
167
$305K 0.04%
1,610
168
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169
$294K 0.04%
2,531
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170
$286K 0.04%
7,000
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171
$284K 0.04%
+2,341
172
$271K 0.04%
+4,500
173
$269K 0.04%
6,525
-350
174
$268K 0.04%
1,475
-100
175
$267K 0.04%
1,650
5 6
7
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