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
176
$401K 0.04%
1,250
+254
177
$384K 0.04%
2,230
-100
178
$366K 0.04%
3,050
-50
179
$363K 0.04%
3,705
-25
180
$358K 0.04%
2,555
-65
181
$342K 0.04%
1,000
+210
182
$339K 0.04%
200
183
$338K 0.04%
4,934
-48
184
$334K 0.04%
1,145
-15
185
$322K 0.03%
6,007
-235
186
$317K 0.03%
4,650
187
$311K 0.03%
1,794
188
$311K 0.03%
1,650
189
$311K 0.03%
1,221
+40
190
$309K 0.03%
10,279
+300
191
$307K 0.03%
830
192
$306K 0.03%
2,964
-41
193
$304K 0.03%
1,370
-36
194
$292K 0.03%
2,839
-66
195
$286K 0.03%
6,167
-195
196
$272K 0.03%
2,320
197
$270K 0.03%
3,088
-50
198
$268K 0.03%
10,320
199
$267K 0.03%
3,864
-180
200
$266K 0.03%
1,700
5 6 7
8
9