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
176
$329K 0.04%
1,650
177
$328K 0.04%
2,620
178
$326K 0.04%
6,164
-75
179
$317K 0.04%
9,778
-1,350
180
$299K 0.04%
6,500
-25
181
$293K 0.04%
785
+5
182
$292K 0.04%
4,650
183
$289K 0.04%
1,563
184
$288K 0.04%
1,306
+31
185
$283K 0.04%
3,830
186
$281K 0.04%
967
187
$273K 0.03%
1,145
+185
188
$266K 0.03%
2,320
+120
189
$261K 0.03%
6,015
-200
190
$261K 0.03%
5,449
-94
191
$259K 0.03%
10,455
+515
192
$256K 0.03%
3,984
-300
193
$256K 0.03%
3,250
-50
194
$254K 0.03%
+1,905
195
$254K 0.03%
3,250
196
$248K 0.03%
968
+24
197
$242K 0.03%
9,555
+1,440
198
$242K 0.03%
1,096
+59
199
$241K 0.03%
4,048
+2
200
$241K 0.03%
1,794
5 6 7
8
9