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
151
$466K 0.06%
2,550
152
$462K 0.06%
6,421
+1,421
153
$443K 0.06%
3,825
-5
154
$439K 0.06%
2,330
-45
155
$435K 0.05%
1,650
-75
156
$432K 0.05%
2,940
157
$416K 0.05%
5,502
+1
158
$413K 0.05%
4,838
-57
159
$409K 0.05%
3,749
-200
160
$395K 0.05%
6,753
+606
161
$391K 0.05%
1,765
-47
162
$382K 0.05%
9,125
-335
163
$381K 0.05%
2,325
164
$373K 0.05%
1,872
+11
165
$367K 0.05%
1,610
166
$366K 0.05%
3,106
-42
167
$362K 0.05%
6,235
-300
168
$359K 0.05%
4,252
+100
169
$358K 0.05%
7,945
-515
170
$357K 0.04%
2,380
-50
171
$351K 0.04%
7,150
+150
172
$344K 0.04%
13,139
+75
173
$343K 0.04%
+942
174
$333K 0.04%
7,462
-575
175
$330K 0.04%
7,625
-1,015
5 6
7
8 9