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
$133M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$155K
2 +$110K
3 +$100K
4
DEO icon
Diageo
DEO
+$36.5K
5
RTN
Raytheon Company
RTN
+$32.5K

Top Sells

1 +$308K
2 +$200K
3 +$143K
4
MMM icon
3M
MMM
+$124K
5
AMG icon
Affiliated Managers Group
AMG
+$115K

Sector Composition

1 Consumer Staples 16.46%
2 Financials 12.99%
3 Technology 12.82%
4 Healthcare 12.79%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9K 0.01%
+100
227
$9K 0.01%
350
228
$8K 0.01%
436
229
$8K 0.01%
500
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$8K 0.01%
250
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$8K 0.01%
265
232
$7K 0.01%
300
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$7K 0.01%
224
234
$7K 0.01%
275
235
$7K 0.01%
200
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$7K 0.01%
+62
237
$7K 0.01%
400
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$6K ﹤0.01%
500
239
$6K ﹤0.01%
+200
240
$5K ﹤0.01%
382
241
$5K ﹤0.01%
501
242
$4K ﹤0.01%
126
-5
243
$4K ﹤0.01%
500
244
$4K ﹤0.01%
200
245
$4K ﹤0.01%
100
246
$3K ﹤0.01%
100
247
$3K ﹤0.01%
75
248
$1K ﹤0.01%
38
249
$1K ﹤0.01%
300
250
$1K ﹤0.01%
39