CWM
Carole W. Murphy Portfolio
Invests via Lynch Asset Management Inc. | Managed by Carole W. Murphy
Invests via Lynch Asset Management Inc.
Managed by Carole W. Murphy
Automatically Tracked
Carole W. Murphy Profile
Carole W. Murphy is a seasoned executive in the financial services sector with a focus on fostering strategic partnerships and driving business innovation. Her extensive background encompasses key leadership roles within prominent financial institutions where she has excelled at navigating complex market dynamics and enhancing operational efficiencies. Known for her adeptness in transforming client experiences, she has successfully overseen initiatives that align organizational goals with market demands. Murphy's contributions extend beyond traditional finance; her influence spans various community-driven projects aimed at promoting sustainable growth and development within underserved markets, underscoring her commitment to impactful leadership.
Carole W. Murphy is a seasoned executive in the financial services sector with a focus on fostering strategic partnerships and driving business innovation. Her extensive background encompasses key leadership roles within prominent financial institutions where she has excelled at navigating complex market dynamics and enhancing operational efficiencies. Known for her adeptness in transforming client experiences, she has successfully overseen initiatives that align organizational goals with market demands. Murphy's contributions extend beyond traditional finance; her influence spans various community-driven projects aimed at promoting sustainable growth and development within underserved markets, underscoring her commitment to impactful leadership.
Investment Philosophy & Strategy
Growth opportunities within emerging markets captivate Carole W. Murphy, who leverages her robust financial acumen to drive innovative strategies tailored for dynamic landscapes. Her experience in leading diverse teams has instilled a focus on operational excellence and client-centric approaches that enhance market positioning. With an emphasis on strategic collaborations, she actively seeks investments that align with transformative potential while ensuring sustainable practices remain integral. This entrepreneurial mindset enables the identification of promising ventures poised for scalable success, fostering impactful outcomes not only for investors but also communities at large.
Growth opportunities within emerging markets captivate Carole W. Murphy, who leverages her robust financial acumen to drive innovative strategies tailored for dynamic landscapes. Her experience in leading diverse teams has instilled a focus on operational excellence and client-centric approaches that enhance market positioning. With an emphasis on strategic collaborations, she actively seeks investments that align with transformative potential while ensuring sustainable practices remain integral. This entrepreneurial mindset enables the identification of promising ventures poised for scalable success, fostering impactful outcomes not only for investors but also communities at large.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
216.05%
Gain +8.77%
Monthly
2.1%
Yearly
28.34%
Drawdown
29.74%
$393.72M
Equity
Holdings
$393.72M
Investment
$169.05M
$218.03M
Profit +$15.95M
Realized
-$6.64M
Unrealized
$224.67M
Dividends
$9.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
8.77%
Profit
$15.95M
Win %
80%
This Week
Compared To Last Week
Gain
2.41%
Profit
$9.26M
Win %
80%
This Month
Compared to last month
Gain
2.9%
Profit
$11.09M
Win %
80%
This Year
Compared to last year
Gain
7.46%
Profit
$27.34M
Win %
77%
META Meta Platforms Inc Class A
+9.57%
+$1.12M 
AMD Advanced Micro Devices, Inc.
+9.23%
+$1.83M 
QCOM QUALCOMM Incorporated
+7.6%
+$205,352 
CRWD CrowdStrike Holdings, Inc.
+3.83%
+$715,383.79 
ULTA Ulta Beauty Inc.
+3.35%
+$98,617.86 
ETN Eaton Corporation plc
+2.93%
+$175,582.34 
TSLA Tesla, Inc.
+2.63%
+$111,177.88 
VUG Vanguard Growth ETF
+2.17%
+$4,954.95 
GOOG Alphabet Inc
+2.06%
+$1,595.25 
GEV GE Vernova Inc.
+1.85%
+$8,694.99 
AMZN Amazon.com Inc
+1.84%
+$199,175.5 
PANW Palo Alto Networks, Inc.
+1.76%
+$221,769.54 
NVDA NVIDIA Corporation
+1.73%
+$2.07M 
GOOGL Alphabet Inc
+1.68%
+$417,938.25 
DIS The Walt Disney Company
+1.66%
+$71,230 
NKE Nike, Inc. - Class B
+1.6%
+$2,394 
SPOT Spotify Technology S.A.
+1.58%
+$40,324.95 
MRK Merck & Co., Inc.
+1.5%
+$22,321 
MCK McKesson Corporation
+1.46%
+$13,408.48 
VOO Vanguard S&P 500 ETF
+1.4%
+$1,083.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.32%
+$32,374.5 
EMR Emerson Electric Co.
+1.2%
+$49,500 
NOW ServiceNow, Inc.
+1.2%
+$67,513.5 
GS The Goldman Sachs Group, Inc.
+1.07%
+$105,927 
TT Trane Technologies plc
+1.06%
+$38,052.08 
DE Deere & Company
+1.02%
+$695 
AVGO Broadcom Inc.
+0.87%
+$61,268.97 
AAPL Apple Inc.
+0.85%
+$113,740.1 
LLY Eli Lilly and Company
+0.75%
+$9,487.44 
WMT Walmart Inc.
+0.7%
+$975 
VB Vanguard Small-Cap ETF
+0.65%
+$33,940.68 
CMI Cummins Inc.
+0.53%
+$53,530.88 
JNJ Johnson & Johnson
+0.5%
+$15,997.5 
MSFT Microsoft Corp.
+0.43%
+$53,888.89 
VTV Vanguard Value ETF
+0.35%
+$498.42 
ABBV AbbVie Inc.
+0.16%
+$19,047.45 
COST Costco Wholesale Corporation
+0.12%
+$4,196.5 
NVO Novo Nordisk A/S Sponsored ADR
-8.39%
-$393,310.5 
FDX FedEx Corporation
-3.9%
-$196,377.83 
CVX Chevron Corporation
-2.37%
-$134,687 
FDXF FedEx Freight Holding Company Inc.
-2.14%
-$24,029.5 
SBUX Starbucks Corporation
-1.61%
-$28,644 
WM Waste Management, Inc.
-1.25%
-$18,152.57 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-1.01%
-$120 
CMG Chipotle Mexican Grill, Inc.
-0.61%
-$10,250 
HD The Home Depot, Inc.
-0.44%
-$14,082.61 
IBM International Business Machines Corporation
-0.35%
-$10,813.5 
UNH UnitedHealth Group Incorporated
-0.27%
-$16,549.83 
CI The Cigna Group
-0.24%
-$3,135 
JAKK Jakks Pacific Inc.
-0.21%
-$380 
V Visa Inc. Class A
-0.09%
-$4,505.13 
MA Mastercard Incorporated
-0.09%
-$4,691.65 Events
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Dividends
Dividend Analysis
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| Trades 450 | Longs Won 282/450 62% | Profit Factor 12.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.16M |
| Average Win $840,121.4 | Best Trade (Sep 08) $107.7M | Sharpe Ratio -10.28 |
| Average Loss -$112,389.81 | Worst Trade (Dec 31) -$1.95M | Z-Score 4.43 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w | Expectancy $484,517.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.07% | 0.62% | 4.18% | 22.33% |
| Consecutive Losing Trades | 3,509 | 3,158 | 2,807 | 2,456 | 2,105 | 1,754 | 1,404 | 1,053 | 702 | 351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,700 | $7.11M | $13.46M | - | $6.35M | 89.2% | +0.852% |
| ABBV AbbVie Inc. | 45,350 | $6.14M | $11.99M | - | $5.85M | 95.26% | +0.159% |
| AMD Advanced Micro Devices, Inc. | 35,400 | $2.84M | $21.65M | - | $18.81M | 662.75% | +9.226% |
| AMZN Amazon.com Inc | 42,650 | $6.65M | $11.02M | - | $4.37M | 65.67% | +1.841% |
| AVGO Broadcom Inc. | 19,700 | $5.64M | $7.11M | - | $1.47M | 26.1% | +0.87% |
| CI The Cigna Group | 4,750 | $1.13M | $1.3M | - | $174,717 | 15.47% | -0.24% |
| CMG Chipotle Mexican Grill, Inc. | 50,000 | $1.68M | $1.66M | - | -$15,050 | -0.9% | -0.613% |
| CMI Cummins Inc. | 19,050 | $4.52M | $10.19M | - | $5.68M | 125.72% | +0.528% |
| COST Costco Wholesale Corporation | 3,850 | $2.74M | $3.45M | - | $711,222 | 25.96% | +0.122% |
| CRWD CrowdStrike Holdings, Inc. | 78,700 | $3.89M | $19.42M | - | $15.53M | 399.74% | +3.825% |
| CVX Chevron Corporation | 27,100 | $3.18M | $5.54M | - | $2.36M | 74.3% | -2.372% |
| DE Deere & Company | 100 | $45,726 | $69,094 | - | $23,368 | 51.1% | +1.016% |
| DIS The Walt Disney Company | 41,900 | $4.94M | $4.37M | - | -$570,757.25 | -11.54% | +1.656% |
| EMR Emerson Electric Co. | 27,500 | $2.56M | $4.17M | - | $1.62M | 63.19% | +1.201% |
| ETN Eaton Corporation plc | 14,120 | $5.1M | $6.17M | - | $1.07M | 20.97% | +2.927% |
| FDX FedEx Corporation | 16,600 | $3.45M | $4.84M | - | $1.4M | 40.53% | -3.896% |
| FDXF FedEx Freight Holding Company Inc. | 9,350 | $1.41M | $1.1M | - | -$312,664 | -22.15% | -2.139% |
| GEV GE Vernova Inc. | 500 | $326,785 | $478,860 | - | $152,075 | 46.54% | +1.849% |
| GOOG Alphabet Inc | 225 | $54,798.75 | $79,087.5 | - | $24,288.75 | 44.32% | +2.059% |
| GOOGL Alphabet Inc | 71,250 | $10.23M | $25.32M | - | $15.09M | 147.57% | +1.678% |
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FAQ
Which stocks have generated the highest profits for Carole W. Murphy?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.73M, AbbVie Inc - $1.56M, The Cigna Group - $1.17M, Chevron Corporation - $872,578.5, and The Goldman Sachs Group, Inc - $831,750.5. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $3.61M, Lucid Group, Inc - $780,500, Twilio Inc - $653,423.5, Boston Properties, Inc - $598,237, and Comcast Corp - $553,573.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carole W. Murphy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.98M earned over time. The largest contributors to dividend income include AbbVie Inc - $1.41M, Chevron Corporation - $831,602.5, Novo Nordisk A/S Sponsored ADR - $633,367.59, The Goldman Sachs Group, Inc - $612,010, and Cummins Inc - $603,583. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carole W. Murphy's monthly returns?
Carole W. Murphy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Carole W. Murphy's strategy be considered aggressive or moderate?
Carole W. Murphy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Carole W. Murphy's strategy?
Carole W. Murphy's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
