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
$125M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$155K
2 +$145K
3 +$138K
4
INTC icon
Intel
INTC
+$138K
5
SABR icon
Sabre
SABR
+$134K

Top Sells

1 +$622K
2 +$225K
3 +$201K
4
CKH
Seacor Holdings Inc.
CKH
+$133K
5
AMG icon
Affiliated Managers Group
AMG
+$105K

Sector Composition

1 Consumer Staples 17.39%
2 Healthcare 13.22%
3 Technology 12.3%
4 Financials 11.94%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-3,900
277
-500
278
-29,345
279
-2,378
280
-8,000
281
-250