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
$111M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$384K
2 +$194K
3 +$181K
4
META icon
Meta Platforms (Facebook)
META
+$107K
5
AMZN icon
Amazon
AMZN
+$102K

Top Sells

1 +$787K
2 +$765K
3 +$68K
4
AXP icon
American Express
AXP
+$59.1K
5
CVD
COVANCE INC.
CVD
+$56K

Sector Composition

1 Consumer Staples 17.57%
2 Healthcare 12.84%
3 Financials 12.4%
4 Technology 11.23%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
300
252
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300
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$9K 0.01%
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$9K 0.01%
382
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200
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$9K 0.01%
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$9K 0.01%
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$8K 0.01%
192
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$8K 0.01%
341
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$7K 0.01%
104
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$7K 0.01%
500
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$7K 0.01%
250
264
$7K 0.01%
313
265
$7K 0.01%
+83
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$7K 0.01%
550
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$6K 0.01%
150
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$6K 0.01%
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$6K 0.01%
450
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$5K ﹤0.01%
253
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$5K ﹤0.01%
500
272
$5K ﹤0.01%
+65
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$5K ﹤0.01%
200
274
$4K ﹤0.01%
40
275
$4K ﹤0.01%
6