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MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
1-Year Est. Return
24.56%
This Fund
S&P 500
This Quarter
Est. Return
+3.39%
1 Year Est. Return
+24.56%
3 Year Est. Return
+59.58%
5 Year Est. Return
+118.09%
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
98.67%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
288
New
288
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$8.85M |
| 2 |
ExxonMobil
XOM
|
+$6.33M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$6M |
| 4 |
Procter & Gamble
PG
|
+$4.92M |
| 5 |
Walt Disney
DIS
|
+$4.57M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 16.94% |
| 2 | Healthcare | 13.42% |
| 3 | Financials | 13.03% |
| 4 | Technology | 11.83% |
| 5 | Energy | 10.55% |
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Mercer Capital Advisers's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Mercer Capital Advisers, which disclosed 288 positions worth $113M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is Johnson & Johnson: 83,973 shares worth $8.78M.
By sector, the portfolio is most concentrated in Consumer Staples at 17% of assets, followed by Healthcare and Financials.
- Mercer Capital Advisers's largest Q4 2014 buy was Johnson & Johnson: 83,973 shares worth $8.78M.
- Mercer Capital Advisers's ten largest holdings make up 45% of its $113M portfolio in Q4 2014.
- Mercer Capital Advisers disclosed 288 positions in Q4 2014, its first 13F filing on record.
Based on Mercer Capital Advisers's 13F filing for Q4 2014, filed 29 Jan 2015.