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
$931M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$559K
3
+$534K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Top Sells

1
+$1.34M
2
+$789K
3
+$636K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
WTV icon
WisdomTree US Value Fund
WTV
+$464K

Sector Composition

1 Technology 14.17%
2 Industrials 7.77%
3 Communication Services 7.65%
4 Financials 7.28%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$253K 0.03%
1,724
202
$243K 0.03%
+500
203
$240K 0.03%
5,575
204
$233K 0.03%
+17,203
205
$231K 0.02%
6,225
206
$229K 0.02%
14,876
207
$226K 0.02%
2,093
-347
208
$226K 0.02%
+1,555
209
$225K 0.02%
+2,047
210
$222K 0.02%
4,000
211
$219K 0.02%
+1,200
212
$217K 0.02%
2,158
213
$215K 0.02%
+2,011
214
$209K 0.02%
+2,305
215
$208K 0.02%
+450
216
$203K 0.02%
2,150
-1,000
217
$203K 0.02%
4,425
-500
218
$201K 0.02%
+5,750
219
$137K 0.01%
22,700
220
– –
-4,633
221
– –
-8,105
222
– –
-7,825
223
– –
-1,650
5 6 7 8
9