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
$634M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.66M
3
+$1.07M
4
DIS icon
Walt Disney
DIS
+$1.04M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$877K

Top Sells

1
+$4.75M
2
+$3.6M
3
+$2.51M
4
XYL icon
Xylem
XYL
+$2.26M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.73M

Sector Composition

1 Industrials 12.93%
2 Communication Services 9.06%
3 Consumer Staples 9.05%
4 Energy 8.76%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 3.57%
782,168
-19,220
2
$20M 3.15%
110,895
+1,495
3
$15.2M 2.39%
127,907
-1,381
4
$15M 2.37%
67,208
+1,163
5
$14.2M 2.24%
205,988
-11,342
6
$13.4M 2.11%
574,900
+200,437
7
$13.3M 2.09%
98,990
-3,920
8
$13.2M 2.08%
246,603
-257
9
$12.7M 2%
140,239
-18,092
10
$12.1M 1.9%
104,618
-2,342
11
$11.7M 1.84%
112,084
+9,972
12
$11M 1.74%
163,320
-14,850
13
$11M 1.74%
90,878
-2,129
14
$10.7M 1.69%
71,864
-3,685
15
$10.6M 1.67%
132,550
-10,526
16
$9.81M 1.55%
142,192
-4,975
17
$9.41M 1.48%
109,017
+7,914
18
$8.75M 1.38%
44,300
+1,958
19
$8.22M 1.3%
97,776
-451
20
$8.11M 1.28%
252,418
-1,287
21
$7.96M 1.26%
51,136
-1,267
22
$7.89M 1.24%
68,629
+1,692
23
$7.59M 1.2%
50,148
+1,048
24
$7.29M 1.15%
44,717
+6,584
25
$7.11M 1.12%
44,829
-2,019
1
2 3 4 5