MURPHY CAPITAL MANAGEMENT INC

HTTP://WWW.MURPHYCAPITAL.COM GLADSTONE, NJ Investment Advisor How do I update this listing?

Murphy Capital Management is based out of Gladstone. Murphy Capital Management is a large advisory firm with 513 clients and discretionary assets under management (AUM) of $810,302,868 (Form ADV from 2019-08-02). Their last reported 13F filing for Q3 2019 included $665,353,000 in managed 13F securities and a top 10 holdings concentration of 27.33%. Murphy Capital Management's largest holding is Apple Inc with shares held of 150,191. Murphy Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 91 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $665.353 Million
  • Prior Market Value $669.923 Million
  • New Purchases4 stocks
  • Additional Purchases36 stocks
  • Sold out of11 stocks
  • Reduced holdings in158 stocks
  • Top 10 Holdings % 27.33 %
  • Turnover % [1]:6.47%
  • Turnover Alt % [2]: 2.18 %
  • Time Held Top20:18.60 quarters
  • Time Held Top10:14.50 quarters
  • Time Held All:34.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.88%
Performance Last 4 Quarters: -0.89%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
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  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
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  • 2011-12-31 - 13F-HR (Subscription required)
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  • 2011-06-30 - 13F-HR (Subscription required)
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  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
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  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
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  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
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  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR/A (Subscription required)
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  • 2003-12-31 - 13F-HR (Subscription required)
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  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MURPHY CAPITAL MANAGEMENT INC
268 MAIN STREET
GLADSTONE NJ    07934
Country: United States

Business Phone: 908-719-6430
Fax: 908-719-6435
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 15,153,300
Total Number of Clients: 513
Amount of client funds and securities by related persons: 15,153,300
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

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MURPHY CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
LEWIS, PETER, JONATHAN PRESIDENT 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2006-10-01
MURPHY CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2013-08-01
MURPHY CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER/SENIOR MANAGING DIRECTOR direct 2013-08-01
PEAPACK-GLADSTONE BANK SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER direct 2017-07-01
KWOK, JOE, W SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2013-01-01
MURPHY CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR direct 2017-08-01
MURPHY, CAMERON, SCOTT TREASURER (10/2017) / SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2014-12-01
MURPHY CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR direct 2017-08-01
MYERS, THOMAS, WAYNE MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 2017-08-01
ALVARADO, KAREN, JOHANNA CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SECRETARY direct 2017-10-01
PEAPACK-GLADSTONE FINANCIAL CORPORATION SHAREHOLDER PEAPACK-GLADSTONE BANK 08/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1997-08-01

MURPHY CAPITAL MANAGEMENT INC

ownership team - last updated 2018-12-10
Name Title Start Date Direct/Indirect % Ownership
KWOK, JOE, W SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2013-01-01
MURPHY CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR direct 2017-08-01
MURPHY, JOHN, JOSEPH PRESIDENT 10/01/1983 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PRESIDENT, SECRETARY (7/2017) AND TREASURER direct 1983-10-01
MURPHY CAPITAL MANAGEMENT INC PRESIDENT & TREASURER direct 1983-10-01 2004-11-03
MURPHY CAPITAL MANAGEMENT INC PRESIDENT (CEO), TREASURER (CFO) & CHIEF COMPLIANCE OFFICER direct 1983-10-01 2013-03-28
MURPHY CAPITAL MANAGEMENT INC PRESIDENT (CEO) AND TREASURER (CFO) direct 1983-10-01 2017-03-15
LEWIS, PETER, JONATHAN CHIEF COMPLIANCE OFFICER (08/2013) / SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2006-10-01
MURPHY CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2013-08-01
MURPHY CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER/SENIOR MANAGING DIRECTOR direct 2013-08-01
PEAPACK-GLADSTONE BANK SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER direct 2017-07-01
MURPHY, CAMERON, SCOTT TREASURER (10/2017) / SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2014-12-01
MURPHY CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR direct 2017-08-01
MYERS, THOMAS, WAYNE MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 2017-08-01
ALVARADO, KAREN, JOHANNA SECRETARY 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SECRETARY direct 2017-10-01
PEAPACK-GLADSTONE FINANCIAL CORPORATION SHAREHOLDER PEAPACK-GLADSTONE BANK 08/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1997-08-01

MURPHY CAPITAL MANAGEMENT INC

ownership team - last updated 2017-11-27
Name Title Start Date Direct/Indirect % Ownership
MURPHY, JOHN, JOSEPH PRESIDENT 10/01/1983 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PRESIDENT, SECRETARY (7/2017) AND TREASURER direct 1983-10-01
MURPHY CAPITAL MANAGEMENT INC PRESIDENT & TREASURER direct 1983-10-01 2004-11-03
MURPHY CAPITAL MANAGEMENT INC PRESIDENT (CEO), TREASURER (CFO) & CHIEF COMPLIANCE OFFICER direct 1983-10-01 2013-03-28
MURPHY CAPITAL MANAGEMENT INC PRESIDENT (CEO) AND TREASURER (CFO) direct 1983-10-01 2017-03-15
LEWIS, PETER, JONATHAN CHIEF COMPLIANCE OFFICER (08/2013) / SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2006-10-01
MURPHY CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2013-08-01
MURPHY CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER/SENIOR MANAGING DIRECTOR direct 2013-08-01
PEAPACK-GLADSTONE BANK SHAREHOLDER 07/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER direct 2017-07-01
KWOK, JOE, W SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2013-01-01
MURPHY CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR direct 2017-08-01
MURPHY, CAMERON, SCOTT TREASURER (10/2017) / SENIOR MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC PARTNER direct 2014-12-01
MURPHY CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR direct 2017-08-01
MYERS, THOMAS, WAYNE MANAGING DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 2017-08-01
ALVARADO, KAREN, JOHANNA SECRETARY 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SECRETARY direct 2017-10-01
PEAPACK-GLADSTONE FINANCIAL CORPORATION SHAREHOLDER PEAPACK-GLADSTONE BANK 08/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1997-08-01

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