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

Top Buys

1
+$156K
2
+$111K
3
+$94.1K
4
DEO icon
Diageo
DEO
+$36.3K
5
RTN
Raytheon Company
RTN
+$31.9K

Top Sells

1
+$312K
2
+$200K
3
+$143K
4
MMM icon
3M
MMM
+$119K
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
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