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
$633M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.3M
3
+$1.53M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$425K

Top Sells

1
+$1.32M
2
+$604K
3
+$556K
4
INDA icon
iShares MSCI India ETF
INDA
+$551K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$547K

Sector Composition

1 Technology 13.17%
2 Industrials 8.16%
3 Communication Services 8.07%
4 Consumer Discretionary 7.45%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50M 7.9%
548,224
-6,092
2
$23.7M 3.75%
171,860
+3,000
3
$23M 3.63%
92,835
+420
4
$22.2M 3.51%
72,009
-915
5
$22M 3.47%
171,979
+12,014
6
$20.4M 3.23%
73,271
-231
7
$19.3M 3.06%
95,058
+358
8
$15.4M 2.44%
154,156
-780
9
$13.9M 2.19%
81,451
-2,590
10
$13.6M 2.15%
59,937
+798
11
$12.7M 2.01%
65,760
+85
12
$12.4M 1.96%
180,576
+33,547
13
$12.3M 1.95%
49,234
-555
14
$12M 1.89%
85,233
+202
15
$11.4M 1.8%
491,873
-5,582
16
$10.1M 1.6%
183,758
+1,955
17
$9.67M 1.53%
102,855
+1,058
18
$8.89M 1.4%
74,337
+417
19
$8.75M 1.38%
78,472
+181
20
$8.39M 1.33%
80,330
-336
21
$8.27M 1.31%
153,110
-160
22
$8M 1.26%
44,801
-143
23
$7.15M 1.13%
121,894
+3,222
24
$7.08M 1.12%
164,110
-2,110
25
$7.03M 1.11%
38,103
-461
1
2 3 4 5