MMCM
Murphy & Mullick Capital Management Portfolio holdings
AUM
$123M
This Quarter Return
+17.54%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+19%)
Cap. Flow
+$4.71M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
26.23%
Holding
729
New
41
Increased
144
Reduced
113
Closed
41
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.44M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$684K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$325K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$289K |
| 5 |
NVIDIA
NVDA
|
$284K |
Top Sells
| 1 |
Palantir
PLTR
|
$405K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$303K |
| 3 |
Rithm Capital
RITM
|
$172K |
| 4 |
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% |
