MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Fund
S&P 500
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
+$4.93M
2
+$2.18M
3
+$1.42M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M
5
UNH icon
UnitedHealth
UNH
+$413K

Top Sells

1
+$1.32M
2
+$604K
3
+$551K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$520K
5
AAPL icon
Apple
AAPL
+$472K

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
5 6 7 8
9