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:
183.12%
Gain -0.13%
Monthly
2.02%
Yearly
27.11%
Drawdown
29.74%
$381.53M
Equity
Holdings
$381.53M
Investment
$169.05M
$205.84M
Profit -$408,437.79
Realized
-$6.64M
Unrealized
$212.47M
Dividends
$9.63M
Goals
Avg. 91.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$408,437.79
Win %
84%
This Week
Compared To Last Week
Gain
4.63%
Profit
$16.87M
Win %
84%
This Month
Compared to last month
Gain
4.63%
Profit
$16.87M
Win %
84%
This Year
Compared to last year
Gain
4.13%
Profit
$15.14M
Win %
80%
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$156,024 
FDXF FedEx Freight Holding Company Inc.
+2.37%
+$31,696.51 
AMD Advanced Micro Devices, Inc.
+2.21%
+$376,302.42 
WM Waste Management, Inc.
+2.1%
+$32,195 
FDX FedEx Corporation
+2.01%
+$103,584 
QCOM QUALCOMM Incorporated
+1.82%
+$43,472 
ETN Eaton Corporation plc
+1.76%
+$111,406.8 
CI The Cigna Group
+1.74%
+$22,301.25 
AVGO Broadcom Inc.
+1.54%
+$126,868 
CVX Chevron Corporation
+1.12%
+$56,639 
META Meta Platforms Inc Class A
+0.9%
+$93,412.15 
NOW ServiceNow, Inc.
+0.79%
+$38,341 
COST Costco Wholesale Corporation
+0.62%
+$22,560.96 
DE Deere & Company
+0.46%
+$284 
AAPL Apple Inc.
+0.45%
+$55,976.6 
GOOG Alphabet Inc
+0.43%
+$348.75 
V Visa Inc. Class A
+0.28%
+$13,912.37 
MA Mastercard Incorporated
+0.11%
+$5,936.46 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EMR Emerson Electric Co.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
TT Trane Technologies plc
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
UNH UnitedHealth Group Incorporated
-2.13%
-$145,309 
JAKK Jakks Pacific Inc.
-1.81%
-$3,572 
VTV Vanguard Value ETF
-1.8%
-$2,581.57 
GEV GE Vernova Inc.
-1.74%
-$8,830.01 
SPOT Spotify Technology S.A.
-1.49%
-$35,800.05 
IBM International Business Machines Corporation
-1.35%
-$42,453 
GOOGL Alphabet Inc
-1.29%
-$333,449.29 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$194,389 
JNJ Johnson & Johnson
-1.03%
-$31,521.12 
ABBV AbbVie Inc.
-0.97%
-$108,840 
PANW Palo Alto Networks, Inc.
-0.87%
-$109,523.5 
MCK McKesson Corporation
-0.67%
-$6,142.48 
TSLA Tesla, Inc.
-0.63%
-$23,431.88 
WMT Walmart Inc.
-0.33%
-$481 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$5,443.5 
AMZN Amazon.com Inc
-0.14%
-$16,633.07 
NVDA NVIDIA Corporation
-0.1%
-$123,901 
VUG Vanguard Growth ETF
-0.08%
-$180.18 Events
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Dividends
Dividend Analysis
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| Trades 450 | Longs Won 291/450 64% | Profit Factor 12.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.91M |
| Average Win $766,844.26 | Best Trade (Aug 07) $101.61M | Sharpe Ratio -10.28 |
| Average Loss -$108,895.99 | Worst Trade (Dec 31) -$1.95M | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 5d | Expectancy $457,416.04 |
| 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% | 0.06% | 0.59% | 4.01% | 21.91% |
| 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
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $1.16M, The Goldman Sachs Group, Inc - $831,750.5, and Chevron Corporation - $824,340.5. 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 $9.63M earned over time. The largest contributors to dividend income include AbbVie Inc - $1.41M, Chevron Corporation - $783,364.5, The Goldman Sachs Group, Inc - $612,010, Novo Nordisk A/S Sponsored ADR - $570,678.45, and Cummins Inc - $561,673. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Carole W. Murphy's strategy be considered aggressive or moderate?
Carole W. Murphy's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
