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
SPYV icon
176
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.4B
$127K 0.09%
2,303
WFC icon
177
Wells Fargo
WFC
$273B
$127K 0.09%
1,516
+103
KNG icon
178
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.52B
$126K 0.09%
2,603
+42
CBOE icon
179
Cboe Global Markets
CBOE
$28.6B
$125K 0.09%
508
MCD icon
180
McDonald's
MCD
$219B
$120K 0.09%
397
ABBV icon
181
AbbVie
ABBV
$379B
$120K 0.09%
520
+1
VOYA icon
182
Voya Financial
VOYA
$7.09B
$119K 0.09%
1,593
LQD icon
183
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
$119K 0.09%
1,066
VOO icon
184
Vanguard S&P 500 ETF
VOO
$851B
$119K 0.09%
194
+177
MRVL icon
185
Marvell Technology
MRVL
$68.2B
$116K 0.09%
1,366
+65
CTSH icon
186
Cognizant
CTSH
$40.9B
$114K 0.08%
1,701
ROK icon
187
Rockwell Automation
ROK
$46.7B
$114K 0.08%
326
SYK icon
188
Stryker
SYK
$139B
$114K 0.08%
308
QRVO icon
189
Qorvo
QRVO
$7.4B
$112K 0.08%
1,226
-536
NXT icon
190
Nextpower Inc
NXT
$14.3B
$112K 0.08%
1,125
-775
XLP icon
191
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$111K 0.08%
1,419
VHT icon
192
Vanguard Health Care ETF
VHT
$17.4B
$111K 0.08%
426
CRWV
193
CoreWeave Inc
CRWV
$50.4B
$108K 0.08%
795
+250
IVW icon
194
iShares S&P 500 Growth ETF
IVW
$66.9B
$107K 0.08%
884
RR icon
195
Richtech Robotics
RR
$770M
$106K 0.08%
+22,750
SSNC icon
196
SS&C Technologies
SSNC
$20.9B
$106K 0.08%
1,198
AXP icon
197
American Express
AXP
$251B
$105K 0.08%
308
+28
EFG icon
198
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$103K 0.08%
902
IWM icon
199
iShares Russell 2000 ETF
IWM
$77.3B
$101K 0.08%
414
+75
MS icon
200
Morgan Stanley
MS
$301B
$100K 0.07%
625
+1