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
$704M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$272K
3
+$264K
4
CVX icon
Chevron
CVX
+$253K
5
CVS icon
CVS Health
CVS
+$230K

Top Sells

1
+$1.75M
2
+$1.37M
3
+$1.28M
4
KR icon
Kroger
KR
+$603K
5
WTRG icon
Essential Utilities
WTRG
+$579K

Sector Composition

1 Technology 10.78%
2 Industrials 10.51%
3 Financials 8.34%
4 Communication Services 7.96%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$356K 0.05%
1,880
-20
177
$352K 0.05%
6,345
178
$351K 0.05%
7,650
-475
179
$343K 0.05%
7,605
-795
180
$339K 0.05%
4,320
-200
181
$336K 0.05%
3,958
182
$328K 0.05%
7,365
-1,180
183
$315K 0.04%
9,829
+2,545
184
$315K 0.04%
4,142
+100
185
$314K 0.04%
16,200
-3,275
186
$306K 0.04%
2,739
-500
187
$306K 0.04%
3,610
-1,340
188
$299K 0.04%
4,760
-400
189
$285K 0.04%
4,800
190
$280K 0.04%
9,625
191
$277K 0.04%
1,782
192
$277K 0.04%
4,975
193
$273K 0.04%
2,275
194
$272K 0.04%
6,830
195
$270K 0.04%
2,936
196
$270K 0.04%
2,550
197
$267K 0.04%
2,675
198
$264K 0.04%
+12,240
199
$261K 0.04%
2,670
200
$259K 0.04%
1,255
-5
6 7
8
9 10