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
$135M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Sells

1 +$516K
2 +$98.7K
3 +$84.2K
4
NXT icon
Nextpower Inc
NXT
+$76.8K
5
PGX icon
Invesco Preferred ETF
PGX
+$60.9K

Sector Composition

1 Technology 26.06%
2 Industrials 10.13%
3 Consumer Discretionary 8.59%
4 Healthcare 7.19%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRSH
401
Marsh
MRSH
$89.4B
$17.7K 0.01%
88
IEV icon
402
iShares Europe ETF
IEV
$1.7B
$17.7K 0.01%
270
USMV icon
403
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$17.5K 0.01%
184
NRG icon
404
NRG Energy
NRG
$29.1B
$17.5K 0.01%
101
SBRA icon
405
Sabra Healthcare REIT
SBRA
$4.8B
$17.5K 0.01%
1,000
KTOS icon
406
Kratos Defense & Security Solutions
KTOS
$22.1B
$17.4K 0.01%
195
KMX icon
407
CarMax
KMX
$6.92B
$17K 0.01%
400
+50
VGSH icon
408
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$17K 0.01%
289
SOUN icon
409
SoundHound AI
SOUN
$4.66B
$16.8K 0.01%
1,000
+400
IYY icon
410
iShares Dow Jones US ETF
IYY
$2.77B
$16.6K 0.01%
100
SWK icon
411
Stanley Black & Decker
SWK
$13.1B
$16.5K 0.01%
222
-424
FFTY icon
412
Innovator IBD 50 ETF
FFTY
$85.5M
$16.5K 0.01%
410
JHEM icon
413
John Hancock Multifactor Emerging Markets ETF
JHEM
$661M
$16.4K 0.01%
500
IEF icon
414
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
$16.4K 0.01%
169
HAL icon
415
Halliburton
HAL
$27.4B
$16.2K 0.01%
600
TOL icon
416
Toll Brothers
TOL
$13.9B
$16K 0.01%
120
SHV icon
417
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$16K 0.01%
145
AMT icon
418
American Tower
AMT
$85.9B
$15.8K 0.01%
82
DIVO icon
419
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6B
$15.4K 0.01%
342
+4
SLYV icon
420
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.41B
$15.2K 0.01%
171
ATO icon
421
Atmos Energy
ATO
$27.6B
$14.9K 0.01%
87
ARES icon
422
Ares Management
ARES
$37.4B
$14.7K 0.01%
+100
RXO icon
423
RXO
RXO
$2.46B
$14.6K 0.01%
951
CMCSA icon
424
Comcast
CMCSA
$101B
$14.4K 0.01%
459
CDNS icon
425
Cadence Design Systems
CDNS
$86.4B
$14.4K 0.01%
41