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
201
$251K 0.04%
11,550
-6,725
202
$249K 0.04%
2,358
+1
203
$247K 0.04%
5,350
-500
204
$247K 0.04%
2,325
205
$244K 0.03%
2,175
206
$239K 0.03%
4,900
207
$237K 0.03%
300
208
$235K 0.03%
4,960
209
$230K 0.03%
+3,098
210
$228K 0.03%
2,330
+30
211
$226K 0.03%
+5,149
212
$222K 0.03%
+6,306
213
$221K 0.03%
1,700
214
$217K 0.03%
+8,353
215
$216K 0.03%
4,400
-50
216
$209K 0.03%
+1,189
217
$208K 0.03%
+2,200
218
$206K 0.03%
+7,300
219
$205K 0.03%
14,876
220
$204K 0.03%
+2,708
221
$172K 0.02%
22,700
222
$144K 0.02%
1,109,326
223
$137K 0.02%
3,236
+1,230
224
$134K 0.02%
10,470
-100
225
$94K 0.01%
2,381
6 7 8
9
10