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
$730M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.1M
3
+$913K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$709K
5
UNH icon
UnitedHealth
UNH
+$683K

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.41M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
AAPL icon
Apple
AAPL
+$915K

Sector Composition

1 Industrials 13.04%
2 Communication Services 8.11%
3 Consumer Staples 7.73%
4 Healthcare 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$365K 0.05%
11,465
+175
202
$355K 0.05%
+12,950
203
$354K 0.05%
9,037
+275
204
$348K 0.05%
5,521
-200
205
$342K 0.05%
7,550
206
$336K 0.05%
5,325
207
$334K 0.05%
5,570
-100
208
$333K 0.05%
1,905
+78
209
$322K 0.04%
3,155
-400
210
$319K 0.04%
2,800
-200
211
$316K 0.04%
+8,215
212
$315K 0.04%
11,220
213
$313K 0.04%
10,120
-1,997
214
$305K 0.04%
3,277
-148
215
$305K 0.04%
7,650
+50
216
$302K 0.04%
2,152
-180
217
$299K 0.04%
2,100
+300
218
$294K 0.04%
6,971
+550
219
$293K 0.04%
6,450
-300
220
$288K 0.04%
2,300
+50
221
$286K 0.04%
22,700
222
$286K 0.04%
10,543
223
$282K 0.04%
11,100
+200
224
$274K 0.04%
2,781
-9
225
$274K 0.04%
2,450
+350
7 8
9
10 11