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
$704M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$272K
3
+$264K
4
CVX icon
Chevron
CVX
+$253K
5
CVS icon
CVS Health
CVS
+$230K

Top Sells

1
+$1.75M
2
+$1.37M
3
+$1.28M
4
KR icon
Kroger
KR
+$603K
5
WTRG icon
Essential Utilities
WTRG
+$579K

Sector Composition

1 Technology 10.78%
2 Industrials 10.51%
3 Financials 8.34%
4 Communication Services 7.96%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.7M 6.07%
582,060
-18,704
2
$22.8M 3.24%
70,849
-208
3
$21M 2.99%
167,534
-908
4
$20.6M 2.93%
96,893
-1,902
5
$19.6M 2.79%
80,088
-1,114
6
$16.5M 2.34%
178,460
-900
7
$16.3M 2.32%
159,926
-2,264
8
$15.8M 2.24%
512,357
-5,590
9
$15.2M 2.16%
96,221
+640
10
$14.1M 2.01%
101,437
-1,164
11
$13.4M 1.9%
71,123
+213
12
$12.8M 1.82%
157,258
+3,337
13
$12.8M 1.82%
62,242
-1,613
14
$12.8M 1.81%
87,516
-1,302
15
$12.2M 1.73%
87,411
-1,740
16
$12M 1.7%
82,635
+589
17
$11.5M 1.64%
187,602
-3,140
18
$11.5M 1.63%
52,638
-864
19
$11.4M 1.62%
50,384
-890
20
$10.7M 1.52%
32,842
-443
21
$10.4M 1.47%
110,108
-1,732
22
$9.38M 1.33%
75,080
-1,263
23
$8.76M 1.24%
163,265
+1,255
24
$8.06M 1.15%
40,769
+50
25
$7.96M 1.13%
126,447
+880
1
2 3 4 5