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 Buys

1
+$600K
2
+$255K
3
+$241K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$218K
5
UPS icon
United Parcel Service
UPS
+$198K

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
LLY icon
26
Eli Lilly
LLY
$925B
$1.13M 0.84%
1,463
-50
VO icon
27
Vanguard Mid-Cap ETF
VO
$94.4B
$1.09M 0.81%
3,707
NOW icon
28
ServiceNow
NOW
$138B
$1.08M 0.8%
5,855
+10
VTI icon
29
Vanguard Total Stock Market ETF
VTI
$582B
$991K 0.74%
3,020
FLR icon
30
Fluor
FLR
$7B
$976K 0.72%
23,192
VEEV icon
31
Veeva Systems
VEEV
$36B
$944K 0.7%
3,170
+5
DE icon
32
Deere & Co
DE
$140B
$939K 0.7%
2,053
JPM icon
33
JPMorgan Chase
JPM
$834B
$929K 0.69%
2,965
+94
CLH icon
34
Clean Harbors
CLH
$14.3B
$909K 0.67%
3,914
SCHH icon
35
Schwab US REIT ETF
SCHH
$9.17B
$896K 0.66%
41,541
-133
WDAY icon
36
Workday
WDAY
$50.7B
$870K 0.65%
3,615
SCHC icon
37
Schwab International Small-Cap Equity ETF
SCHC
$5.24B
$846K 0.63%
18,586
SCHE icon
38
Schwab Emerging Markets Equity ETF
SCHE
$12B
$845K 0.63%
25,324
-205
ISRG icon
39
Intuitive Surgical
ISRG
$192B
$836K 0.62%
1,870
GEV icon
40
GE Vernova
GEV
$174B
$832K 0.62%
1,355
MELI icon
41
Mercado Libre
MELI
$106B
$823K 0.61%
352
TSM icon
42
TSMC
TSM
$1.77T
$781K 0.58%
2,785
+11
PANW icon
43
Palo Alto Networks
PANW
$131B
$753K 0.56%
3,670
+250
MRK icon
44
Merck
MRK
$275B
$737K 0.55%
8,778
+532
XLE icon
45
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$711K 0.53%
16,082
-372
UNH icon
46
UnitedHealth
UNH
$307B
$707K 0.52%
2,048
+543
WM icon
47
Waste Management
WM
$88.6B
$699K 0.52%
3,165
+25
BIV icon
48
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$690K 0.51%
8,830
-6,604
VCSH icon
49
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$687K 0.51%
8,594
-100
HD icon
50
Home Depot
HD
$377B
$676K 0.5%
1,670
+2
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