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
$796M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.09M
3 +$916K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$881K
5
MSFT icon
Microsoft
MSFT
+$857K

Top Sells

1 +$1.78M
2 +$491K
3 +$320K
4
MO icon
Altria Group
MO
+$320K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$319K

Sector Composition

1 Technology 12.43%
2 Industrials 8.96%
3 Communication Services 8.36%
4 Financials 7.66%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58.4M 7.34%
478,361
-14,580
2
$29.5M 3.7%
92,366
+1,376
3
$28.3M 3.56%
71,406
+3,717
4
$28.2M 3.54%
167,514
+3,000
5
$26.5M 3.32%
170,960
+3,140
6
$25.3M 3.17%
70,462
-376
7
$24.1M 3.03%
102,157
+3,635
8
$18.8M 2.36%
160,921
+4,331
9
$17.8M 2.24%
180,908
+1,622
10
$17.2M 2.17%
58,548
+740
11
$16.9M 2.12%
495,926
+26,906
12
$16M 2.01%
73,418
-2,250
13
$15.2M 1.91%
99,641
-556
14
$15.1M 1.9%
49,540
+964
15
$14.6M 1.83%
88,582
+1,844
16
$14.1M 1.78%
66,787
+1,791
17
$13.6M 1.71%
73,816
+372
18
$11.9M 1.5%
162,688
+3,446
19
$11.8M 1.48%
46,055
+398
20
$11.1M 1.4%
83,917
+1,314
21
$10.8M 1.36%
186,202
+4,425
22
$10.5M 1.32%
101,860
+1,380
23
$10.2M 1.28%
75,186
+2,050
24
$9.23M 1.16%
135,200
+3,973
25
$9M 1.13%
41,476
+571