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
$931M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$559K
3
+$534K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Top Sells

1
+$1.34M
2
+$789K
3
+$636K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
WTV icon
WisdomTree US Value Fund
WTV
+$464K

Sector Composition

1 Technology 14.17%
2 Industrials 7.77%
3 Communication Services 7.65%
4 Financials 7.28%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$556K 0.06%
5,380
-24
152
$552K 0.06%
1,884
153
$551K 0.06%
3,190
154
$547K 0.06%
4,530
-20
155
$541K 0.06%
2,195
-50
156
$539K 0.06%
9,520
+20
157
$539K 0.06%
8,225
-500
158
$530K 0.06%
25,040
-6,000
159
$496K 0.05%
1,703
-141
160
$467K 0.05%
2,125
-100
161
$466K 0.05%
3,800
-25
162
$452K 0.05%
5,010
-20
163
$449K 0.05%
7,685
+150
164
$442K 0.05%
3,780
-19
165
$439K 0.05%
24,157
-6,600
166
$431K 0.05%
1,746
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167
$428K 0.05%
6,456
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168
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5,815
-324
169
$417K 0.04%
8,550
-1,751
170
$415K 0.04%
4,302
171
$408K 0.04%
+21,552
172
$407K 0.04%
2,375
-30
173
$406K 0.04%
7,841
+184
174
$404K 0.04%
1,610
175
$403K 0.04%
6,235
5 6
7
8 9