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
$730M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.1M
3 +$913K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$709K
5
UNH icon
UnitedHealth
UNH
+$683K

Top Sells

1 +$1.5M
2 +$1.48M
3 +$1.41M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
AAPL icon
Apple
AAPL
+$915K

Sector Composition

1 Industrials 13.04%
2 Communication Services 8.11%
3 Consumer Staples 7.73%
4 Healthcare 7.38%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.1M 3.85%
663,760
-21,636
2
$19.1M 2.61%
110,242
-2,100
3
$18.5M 2.54%
119,008
-1,444
4
$18.4M 2.53%
69,136
-92
5
$17.9M 2.45%
94,474
-230
6
$15.5M 2.12%
187,310
-4,762
7
$14.5M 1.98%
103,588
-228
8
$14.4M 1.97%
87,307
-350
9
$14.1M 1.94%
47,972
-2,094
10
$13.3M 1.82%
120,810
-2,761
11
$13.3M 1.82%
67,356
-1,607
12
$12.9M 1.76%
460,803
-861
13
$12.8M 1.75%
72,412
-423
14
$12.4M 1.69%
233,386
-5,856
15
$11.6M 1.59%
108,486
-388
16
$11.5M 1.58%
197,140
+720
17
$11.2M 1.53%
133,825
-2,019
18
$10.9M 1.49%
152,466
-5,377
19
$10.8M 1.48%
134,661
-377
20
$10.5M 1.43%
105,948
+24,888
21
$10.2M 1.39%
134,295
+14,545
22
$10.1M 1.38%
93,654
-8,012
23
$9.46M 1.3%
47,743
-440
24
$8.83M 1.21%
77,483
-1,064
25
$8.76M 1.2%
95,350
-897