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
$117M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$746K
2 +$516K
3 +$280K
4
AAPL icon
Apple
AAPL
+$276K
5
PG icon
Procter & Gamble
PG
+$163K

Top Sells

1 +$512K
2 +$347K
3 +$242K
4
META icon
Meta Platforms (Facebook)
META
+$114K
5
MSFT icon
Microsoft
MSFT
+$104K

Sector Composition

1 Consumer Staples 17.82%
2 Healthcare 12.78%
3 Financials 12.18%
4 Technology 12.04%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11K 0.01%
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$11K 0.01%
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$10K 0.01%
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$7K 0.01%
450