MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
1-Year Return
24.57%
This Quarter Return
+3.89%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$125M
AUM Growth
+$579K
(+0.46%)
Cap. Flow
-$3.03M
Cap. Flow
% of AUM
-2.43%
Top 10 Holdings %
Top 10 Hldgs %
44.83%
Holding
282
New
5
Increased
22
Reduced
63
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$123K |
| 2 |
Amgen
AMGN
|
$102K |
| 3 |
Meta Platforms (Facebook)
META
|
$57.6K |
| 4 |
Unilever
UL
|
$40.5K |
| 5 |
NXP Semiconductors
NXPI
|
$29.5K |
Top Sells
| 1 |
Penske Automotive Group
PAG
|
$430K |
| 2 |
Johnson & Johnson
JNJ
|
$278K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$169K |
| 4 |
Sabre
SABR
|
$134K |
| 5 |
Fidelity National Financial
FNF
|
$122K |
Sector Composition
| 1 | Consumer Staples | 16.37% |
| 2 | Financials | 12.98% |
| 3 | Technology | 12.62% |
| 4 | Healthcare | 12.37% |
| 5 | Communication Services | 8.67% |
