MP

Murphy Pohlad Asset Management LLC

13F
Murphy Pohlad Asset Management LLC
Last update 2024-10-28 119 Stocks (6 new)
Value $241.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(3.60%)TRV(3.41%)COP(2.73%)MDT(2.56%)PG(2.45%)
Portfolio Report
Summary Stock Picks Current Portfolio
Murphy Pohlad Asset Management... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
18,792
8649.210
-2.46%
3.600
-0.08%
0.000
+7.39%
+29.93%
999724.216
Insurance
TRV 		The Travelers Companies Inc
35,025
8200.050
-3.22%
3.410
-0.10%
0.020
+21.89%
+36.74%
58318.901
Insurance
COP 		ConocoPhillips
62,383
6567.680
+0.68%
2.730
+0.02%
0.010
+4.54%
-1.17%
128430.323
Oil & Gas
MDT 		Medtronic PLC
68,284
6147.610
-2.52%
2.560
-0.06%
0.010
+7.54%
+9.17%
112509.691
Medical Devices & Instruments
PG 		Procter & Gamble Co
34,035
5894.880
-2.09%
2.450
-0.05%
0.000
-1.27%
+17.29%
394964.048
Consumer Packaged Goods
MSFT 		Microsoft Corp
12,694
5462.230
-11.66%
2.270
-0.32%
0.000
+5.12%
+12.98%
3141534.523
Software
CMCSA 		Comcast Corp
128,375
5362.220
-3.20%
2.230
-0.07%
0.000
+12.42%
+3.15%
168023.372
Telecommunication Services
CTVA 		Corteva Inc
83,742
4923.190
-0.37%
2.050
-0.01%
0.010
+13.49%
+22.80%
40089.801
Agriculture
UNP 		Union Pacific Corp
19,558
4820.660
-1.73%
2.000
-0.03%
0.000
+0.93%
-0.08%
146404.913
Transportation
AEM 		Agnico Eagle Mines Ltd
59,232
4771.730
-1.82%
1.980
-0.03%
0.010
+14.53%
+55.80%
42191.243
Metals & Mining

Murphy Pohlad Asset Management LLC's Historical Top Holdings Breakdowns

Murphy Pohlad Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EXE 		Expand Energy Corp2024-09-30New Buy
+0.64%
●
70.31 ($76.35) 83.77
$92.49
21.14%
New holding
18,810
18,810
BAC 		Bank of America Corp2024-09-30Reduce
-0.54%
●
36.65 ($40.08) 44.13
$45.13
12.60%
Reduce -44.5%
39,242
-31,459
UNH 		UnitedHealth Group Inc2024-09-30Reduce
-0.46%
●
488.01 ($565.61) 604.18
$615.81
8.88%
Reduce -34.36%
4,010
-2,099
CNH 		CNH Industrial NV2024-09-30Reduce
-0.35%
●
9.45 ($10.18) 11.33
$10.66
4.72%
Reduce -29.01%
195,835
-80,025
CHRW 		C.H. Robinson Worldwide Inc2024-09-30New Buy
+0.32%
●
85.44 ($97.1) 110.37
$108.56
11.80%
New holding
6,950
6,950
MSFT 		Microsoft Corp2024-09-30Reduce
-0.32%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -11.66%
12,694
-1,675
GOOG 		Alphabet Inc2024-09-30Reduce
-0.30%
●
149.54 ($169.25) 192.66
$179.86
6.27%
Reduce -17.29%
18,390
-3,845
OXY 		Occidental Petroleum Corp2024-09-30New Buy
+0.25%
●
49.91 ($57.06) 63.73
$50.53
-11.44%
New holding
11,500
11,500
INTC 		Intel Corp2024-09-30Add
+0.22%
●
18.89 ($24.97) 34.87
$26.20
4.93%
Add 13.25%
188,494
22,049
NTR 		Nutrien Ltd2024-09-30Add
+0.19%
●
45.25 ($48.2) 52.2
$48.32
0.25%
Add 18.99%
60,969
9,730

Murphy Pohlad Asset Management LLC Total Holding History ($B)

To

Murphy Pohlad Asset Management LLC's Asset Allocation

To

Murphy Pohlad Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Murphy Pohlad Asset Management LLC's Hypothetical Growth since 2024-09-30

Murphy Pohlad Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Murphy Pohlad Asset Management LLC's Holdings Heat Map

Size field:

Murphy Pohlad Asset Management LLC's Holdings Bubble Chart

Murphy Pohlad Asset Management LLC News

  • 1

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