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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$8.78M
2 +$6.27M
3 +$6.24M
4
PG icon
Procter & Gamble
PG
+$5.09M
5
DIS icon
Walt Disney
DIS
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.66%
2 Healthcare 13.42%
3 Financials 13.03%
4 Technology 11.86%
5 Energy 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$2K ﹤0.01%
+150
277
$2K ﹤0.01%
+112
278
$2K ﹤0.01%
+200
279
$2K ﹤0.01%
+250
280
$2K ﹤0.01%
+100
281
$1K ﹤0.01%
+40