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
$633M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$2.3M
3 +$1.53M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$425K

Top Sells

1 +$1.32M
2 +$604K
3 +$556K
4
INDA icon
iShares MSCI India ETF
INDA
+$551K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$547K

Sector Composition

1 Technology 13.17%
2 Industrials 8.16%
3 Communication Services 8.07%
4 Consumer Discretionary 7.45%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,381
202
-12,375
203
-2,176