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MCM
Murphy Capital Management Portfolio holdings
AUM
$720M
1-Year Est. Return
9.22%
This Fund
S&P 500
This Quarter
Est. Return
+1.37%
1 Year Est. Return
-9.22%
3 Year Est. Return
+41.59%
5 Year Est. Return
+78.17%
10 Year Est. Return
–
AUM
$491M
AUM Growth
–
Cap. Flow
+$563M
Cap. Flow
% of AUM
114.69%
Top 10 Holdings %
Top 10 Hldgs %
22.82%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
+$70.1M |
| 2 |
Apple
AAPL
|
+$22M |
| 3 |
ExxonMobil
XOM
|
+$15.1M |
| 4 |
IBM
IBM
|
+$13.6M |
| 5 |
Verizon
VZ
|
+$12.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 16.46% |
| 2 | Industrials | 12.43% |
| 3 | Consumer Staples | 9.25% |
| 4 | Technology | 8.57% |
| 5 | Healthcare | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.89T
| $20.3M | 4.13% |
+1,433,292
| New | +$22M |
|
|
2
ExxonMobil
XOM
$651B
| $15.1M | 3.08% |
+167,381
| New | +$15.1M |
|
|
3
IBM
IBM
$202B
| $12.8M | 2.6% |
+69,871
| New | +$13.6M |
|
|
4
Verizon
VZ
$194B
| $12M | 2.45% |
+239,209
| New | +$12.2M |
|
5
Enterprise Products Partners
EPD
$83.8B
| $9.49M | 1.93% |
+305,390
| New | +$9.25M |
|
6
RTX Corp
RTX
$287B
| $9.09M | 1.85% |
+155,433
| New | +$9.19M |
|
7
Johnson & Johnson
JNJ
$635B
| $8.9M | 1.81% |
+103,674
| New | +$8.8M |
|
8
Invesco QQQ Trust
QQQ
$455B
| $8.4M | 1.71% |
+117,852
| New | +$8.41M |
|
|
MMP
9
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $8.08M | 1.65% |
+148,221
| New | +$7.78M |
|
10
3M
MMM
$89B
| $7.88M | 1.6% |
+86,147
| New | +$7.82M |
|
|
PXD
11
DELISTED
Pioneer Natural Resource Co.
PXD
| $7.58M | 1.54% |
+52,350
| New | +$6.99M |
|
12
Chevron
CVX
$388B
| $7.18M | 1.46% |
+60,705
| New | +$7.34M |
|
13
Procter & Gamble
PG
$343B
| $7.08M | 1.44% |
+92,024
| New | +$7.22M |
|
14
PepsiCo
PEP
$186B
| $7.07M | 1.44% |
+86,486
| New | +$7.06M |
|
15
iShares Biotechnology ETF
IBB
$9.31B
| $6.41M | 1.3% |
+110,538
| New | +$6.39M |
|
16
McDonald's
MCD
$188B
| $6.37M | 1.3% |
+64,351
| New | +$6.44M |
|
17
Coca-Cola
KO
$354B
| $5.96M | 1.21% |
+148,598
| New | +$6.15M |
|
18
AT&T
T
$165B
| $5.91M | 1.2% |
+221,215
| New | +$6.15M |
|
19
iShares US Healthcare ETF
IYH
$3.11B
| $5.82M | 1.19% |
+290,465
| New | +$5.84M |
|
20
Home Depot
HD
$332B
| $5.68M | 1.16% |
+73,365
| New | +$5.51M |
|
21
Boeing
BA
$165B
| $5.45M | 1.11% |
+53,196
| New | +$5.05M |
|
22
American International
AIG
$41.9B
| $5.17M | 1.05% |
+115,652
| New | +$4.96M |
|
23
GE Aerospace
GE
$367B
| $4.81M | 0.98% |
+43,287
| New | +$4.79M |
|
24
Altria Group
MO
$122B
| $4.63M | 0.94% |
+132,392
| New | +$4.76M |
|
25
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
| $4.59M | 0.94% |
+269,038
| New | +$4.51M |
|
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Murphy Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Murphy Capital Management, which disclosed 297 positions worth $491M. Its ten largest holdings account for 23% of the portfolio.
Its largest position is KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.
By sector, the portfolio is most concentrated in Energy at 16% of assets, followed by Industrials and Consumer Staples.
- Murphy Capital Management's largest Q2 2013 buy was KINDER MORGAN MANAGEMENT LLC: 917,177 shares worth $2.12M.
- Murphy Capital Management's ten largest holdings make up 23% of its $491M portfolio in Q2 2013.
- Murphy Capital Management disclosed 297 positions in Q2 2013, its first 13F filing on record.
Based on Murphy Capital Management's 13F filing for Q2 2013, filed 24 Jul 2013.