We are live on ! Find out more
MCA

Mercer Capital Advisers Portfolio holdings

AUM $187M
1-Year Est. Return 24.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.56%
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
+$90K
2
+$62.9K
3
+$15.7K
4
BABA icon
Alibaba
BABA
+$13.4K
5
HAIN icon
Hain Celestial
HAIN
+$5.94K

Top Sells

1
+$570K
2
+$362K
3
+$268K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$232K
5
XOM icon
Exxon Mobil
XOM
+$232K

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
– –
-1,195
233
– –
-1,500
234
– –
-100
235
– –
-100
236
– –
-126
237
– –
-200
238
– –
-300
239
– –
-7,000
240
– –
-3,775
241
– –
-3,100
242
– –
-10,500
243
– –
-501
244
– –
-400
245
– –
-1,350
6 7 8 9
10