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
$575M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.77M
3
+$1.33M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$971K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$753K

Top Sells

1
+$4.38M
2
+$1.26M
3
+$1.07M
4
ITB icon
iShares US Home Construction ETF
ITB
+$980K
5
META icon
Meta Platforms (Facebook)
META
+$641K

Sector Composition

1 Energy 16.01%
2 Industrials 13.1%
3 Consumer Staples 8.45%
4 Technology 8.12%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$494K 0.09%
11,200
-380
202
$491K 0.09%
5,482
+694
203
$480K 0.08%
10,038
204
$473K 0.08%
6,450
-700
205
$471K 0.08%
8,492
-430
206
$465K 0.08%
12,177
-1,950
207
$462K 0.08%
8,582
-140
208
$461K 0.08%
4,200
-100
209
$459K 0.08%
1,675
+44
210
$453K 0.08%
+7,011
211
$445K 0.08%
2,650
-100
212
$437K 0.08%
10,240
+400
213
$425K 0.07%
12,063
-1,505
214
$420K 0.07%
8,000
-100
215
$418K 0.07%
7,851
216
$416K 0.07%
4,845
-314
217
$416K 0.07%
16,000
218
$412K 0.07%
+9,340
219
$411K 0.07%
8,800
-200
220
$411K 0.07%
4,900
-1,750
221
$408K 0.07%
5,962
222
$406K 0.07%
5,300
-50
223
$406K 0.07%
3,900
-600
224
$396K 0.07%
7,290
+229
225
$386K 0.07%
4,500
7 8
9
10 11