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
$931M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$559K
3
+$534K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Top Sells

1
+$1.34M
2
+$789K
3
+$636K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$601K
5
WTV icon
WisdomTree US Value Fund
WTV
+$464K

Sector Composition

1 Technology 14.17%
2 Industrials 7.77%
3 Communication Services 7.65%
4 Financials 7.28%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.6M 8.34%
437,162
-7,550
2
$41M 4.4%
86,234
-449
3
$36.7M 3.94%
92,186
+793
4
$35M 3.76%
104,050
-380
5
$34.8M 3.74%
170,159
-1,262
6
$32.2M 3.46%
70,351
+607
7
$28.2M 3.03%
169,140
+600
8
$23.4M 2.51%
166,169
-85
9
$22M 2.36%
563,285
+8,737
10
$20.7M 2.23%
49,956
-496
11
$20.2M 2.17%
190,841
+2,872
12
$19.4M 2.08%
57,546
-697
13
$15.8M 1.7%
99,863
-340
14
$15.6M 1.67%
91,013
+1,190
15
$15.5M 1.67%
107,280
+720
16
$15.2M 1.63%
67,179
-2,813
17
$15M 1.61%
86,028
-73
18
$14.9M 1.6%
68,546
-357
19
$13.5M 1.45%
45,134
-1,079
20
$13.3M 1.43%
171,418
+5,460
21
$12.2M 1.31%
74,476
-399
22
$10.9M 1.18%
70,639
-2,852
23
$10.6M 1.14%
137,972
-1,152
24
$10.5M 1.12%
39,019
-24
25
$9.65M 1.04%
185,811
-2,685
1
2 3 4 5