MMCM

Murphy & Mullick Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 28.88%
This Quarter Est. Return
1 Year Est. Return
+28.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$684K
3 +$325K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$289K
5
NVDA icon
NVIDIA
NVDA
+$284K

Sector Composition

1 Technology 24.55%
2 Industrials 11.01%
3 Consumer Discretionary 7.85%
4 Healthcare 7.59%
5 Financials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IYH icon
326
iShares US Healthcare ETF
IYH
$2.95B
$28.9K 0.02%
512
+2
ALAB icon
327
Astera Labs
ALAB
$28B
$28.8K 0.02%
290
-35
HOOD icon
328
Robinhood
HOOD
$117B
$28.6K 0.02%
282
+232
ENPH icon
329
Enphase Energy
ENPH
$3.95B
$28.6K 0.02%
883
-482
SCHW icon
330
Charles Schwab
SCHW
$173B
$28.3K 0.02%
303
-209
GSK icon
331
GSK
GSK
$93.7B
$28K 0.02%
755
+66
FNDC icon
332
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$27.8K 0.02%
664
IJR icon
333
iShares Core S&P Small-Cap ETF
IJR
$85B
$27.3K 0.02%
250
-100
EUDV icon
334
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.49M
$27.2K 0.02%
500
IUSG icon
335
iShares Core S&P US Growth ETF
IUSG
$25.8B
$27.1K 0.02%
174
STWD icon
336
Starwood Property Trust
STWD
$6.76B
$27K 0.02%
1,347
-3,968
HUBS icon
337
HubSpot
HUBS
$20.9B
$27K 0.02%
52
SCZ icon
338
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$26.7K 0.02%
369
ILMN icon
339
Illumina
ILMN
$18.6B
$26.5K 0.02%
258
-196
LLYVA icon
340
Liberty Live Group Series A
LLYVA
$7.57B
$26.4K 0.02%
323
PLD icon
341
Prologis
PLD
$117B
$26.1K 0.02%
245
BNS icon
342
Scotiabank
BNS
$82.9B
$26.1K 0.02%
469
USO icon
343
United States Oil Fund
USO
$885M
$25.9K 0.02%
326
PYPL icon
344
PayPal
PYPL
$62B
$25.9K 0.02%
366
-133
HLT icon
345
Hilton Worldwide
HLT
$63.5B
$25.4K 0.02%
95
GRAB icon
346
Grab
GRAB
$22.7B
$25.1K 0.02%
+5,000
CPRX icon
347
Catalyst Pharmaceutical
CPRX
$2.63B
$25K 0.02%
1,150
FMAR icon
348
FT Vest US Equity Buffer ETF March
FMAR
$895M
$24.7K 0.02%
550
WTRE icon
349
WisdomTree New Economy Real Estate Fund
WTRE
$14.8M
$24.6K 0.02%
1,273
-935
COP icon
350
ConocoPhillips
COP
$107B
$24.6K 0.02%
260