MCM
Murphy Capital Management Portfolio holdings
AUM
$720M
1-Year Return
9.22%
This Quarter Return
+5.04%
1 Year Return
-9.22%
3 Year Return
+41.59%
5 Year Return
+78.19%
10 Year Return
–
AUM
$796M
AUM Growth
+$45.2M
(+6%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
222
New
8
Increased
93
Reduced
90
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.47M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.09M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$916K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$881K |
| 5 |
Microsoft
MSFT
|
$857K |
Top Sells
| 1 |
Apple
AAPL
|
$1.78M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$491K |
| 3 |
Costco
COST
|
$320K |
| 4 |
Altria Group
MO
|
$320K |
| 5 |
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% |
