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

Top Sells

1
+$405K
2
+$303K
3
+$172K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$149K
5
PMT
PennyMac Mortgage Investment
PMT
+$133K

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
SBRA icon
376
Sabra Healthcare REIT
SBRA
$4.8B
$18.4K 0.02%
1,000
CCL icon
377
Carnival Corp
CCL
$38B
$18.3K 0.01%
620
+550
AAL icon
378
American Airlines Group
AAL
$10.1B
$18.3K 0.01%
1,620
+750
CB icon
379
Chubb
CB
$118B
$18.1K 0.01%
68
RKLB icon
380
Rocket Lab Corp
RKLB
$51.4B
$17.9K 0.01%
+500
TTE icon
381
TotalEnergies
TTE
$142B
$17.8K 0.01%
299
MRSH
382
Marsh
MRSH
$89.4B
$17.5K 0.01%
88
ING icon
383
ING
ING
$84.2B
$17.4K 0.01%
743
AMT icon
384
American Tower
AMT
$85.9B
$17.1K 0.01%
82
USMV icon
385
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$17K 0.01%
184
SKYY icon
386
First Trust Cloud Computing ETF
SKYY
$2.85B
$17K 0.01%
140
-35
FIS icon
387
Fidelity National Information Services
FIS
$32.8B
$17K 0.01%
214
-33
BDX icon
388
Becton Dickinson
BDX
$59B
$16.9K 0.01%
95
-4
VGSH icon
389
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$16.9K 0.01%
289
IEV icon
390
iShares Europe ETF
IEV
$1.7B
$16.7K 0.01%
270
ARTY
391
iShares Future AI & Tech ETF
ARTY
$2.16B
$16.4K 0.01%
400
NRG icon
392
NRG Energy
NRG
$29.1B
$16.2K 0.01%
101
+100
IEF icon
393
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
$16.2K 0.01%
169
CRSP icon
394
CRISPR Therapeutics
CRSP
$5.1B
$16K 0.01%
285
+97
SHV icon
395
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$16K 0.01%
145
DHI icon
396
D.R. Horton
DHI
$45.4B
$15.5K 0.01%
120
CMCSA icon
397
Comcast
CMCSA
$101B
$15.3K 0.01%
459
IYY icon
398
iShares Dow Jones US ETF
IYY
$2.77B
$15.1K 0.01%
100
CDNS icon
399
Cadence Design Systems
CDNS
$86.4B
$14.9K 0.01%
41
EWG icon
400
iShares MSCI Germany ETF
EWG
$1.77B
$14.8K 0.01%
350
14 15
16
17 18