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
$670M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.1M
3
+$1.22M
4
BAC icon
Bank of America
BAC
+$1.17M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.02M

Top Sells

1
+$1.16M
2
+$998K
3
+$951K
4
BMY icon
Bristol-Myers Squibb
BMY
+$901K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$792K

Sector Composition

1 Industrials 11.21%
2 Technology 9.42%
3 Communication Services 8%
4 Financials 7.98%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 4.51%
610,744
-11,660
2
$20.6M 3.07%
70,186
-3,406
3
$20M 2.99%
168,172
+17,606
4
$18.6M 2.77%
99,366
-4,239
5
$17.3M 2.58%
81,973
-87
6
$17.1M 2.55%
180,500
-4,280
7
$15.2M 2.26%
163,552
+437
8
$14.3M 2.13%
516,973
+36,797
9
$13M 1.94%
90,371
-2,071
10
$12.6M 1.89%
94,279
+7,116
11
$12.6M 1.88%
72,403
-2,933
12
$12.4M 1.86%
89,267
-841
13
$12.4M 1.85%
64,190
-981
14
$12.4M 1.84%
33,935
-1,225
15
$11.9M 1.77%
153,364
+3,860
16
$11.5M 1.71%
102,575
+2,977
17
$11.3M 1.69%
54,510
+922
18
$11.3M 1.68%
80,806
-1,318
19
$11.1M 1.66%
52,123
+608
20
$11M 1.64%
192,759
-3,297
21
$9.28M 1.38%
113,208
-2,535
22
$9.12M 1.36%
119,058
+1,258
23
$8.63M 1.29%
41,535
+123
24
$8.43M 1.26%
76,886
-2,679
25
$7.95M 1.19%
54,862
-630
1
2 3 4 5