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
$125M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$155K
2
+$145K
3
+$138K
4
INTC icon
Intel
INTC
+$138K
5
SABR icon
Sabre
SABR
+$134K

Top Sells

1
+$622K
2
+$225K
3
+$201K
4
CKH
Seacor Holdings Inc.
CKH
+$133K
5
AMG icon
Affiliated Managers Group
AMG
+$105K

Sector Composition

1 Consumer Staples 17.39%
2 Healthcare 13.22%
3 Technology 12.3%
4 Financials 11.94%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
100
227
$11K 0.01%
+300
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200
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400
231
$10K 0.01%
300
232
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200
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82
234
$10K 0.01%
634
235
$10K 0.01%
630
236
$10K 0.01%
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200
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500
239
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200
240
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354
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$9K 0.01%
350
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$9K 0.01%
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247
$8K 0.01%
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248
$8K 0.01%
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249
$8K 0.01%
300
250
$8K 0.01%
250
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