MCA

Mercer Capital Advisers Portfolio holdings

AUM $187M
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$310K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$292K
3 +$276K
4
WFM
Whole Foods Market Inc
WFM
+$180K
5
AXP icon
American Express
AXP
+$155K

Top Sells

1 +$24K
2 +$23.8K
3 +$23.8K
4
KO icon
Coca-Cola
KO
+$21.7K
5
PPL icon
PPL Corp
PPL
+$17.4K

Sector Composition

1 Consumer Staples 16.99%
2 Healthcare 12.7%
3 Financials 12.61%
4 Technology 11.49%
5 Energy 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16K 0.01%
833
-27
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$10K 0.01%
180