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
$138M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$96.1K
2
+$66K
3
+$15.6K
4
BABA icon
Alibaba
BABA
+$13K
5
HAIN icon
Hain Celestial
HAIN
+$6.38K

Top Sells

1
+$596K
2
+$383K
3
+$268K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K
5
XOM icon
Exxon Mobil
XOM
+$234K

Sector Composition

1 Consumer Staples 16.14%
2 Financials 14.53%
3 Technology 14.36%
4 Healthcare 11.74%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
500
227
$3K ﹤0.01%
75
228
$2K ﹤0.01%
100
229
$1K ﹤0.01%
100
-336
230
$1K ﹤0.01%
100
-400
231
$1K ﹤0.01%
38
232
– –
-126
233
– –
-400
234
– –
-1,350
235
– –
-1,195
236
– –
-1,500
237
– –
-200
238
– –
-100
239
– –
-300
240
– –
-7,000
241
– –
-100
242
– –
-3,775
243
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-3,100
244
– –
-10,500
245
– –
-501
6 7 8 9
10