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
51
$404K 0.36%
+5,258
52
$387K 0.34%
+4,200
53
$384K 0.34%
+6,137
54
$383K 0.34%
+5,033
55
$367K 0.32%
+5,122
56
$362K 0.32%
+7,348
57
$340K 0.3%
+10,047
58
$337K 0.3%
+4,190
59
$334K 0.29%
+9,400
60
$329K 0.29%
+12,400
61
$328K 0.29%
+3,440
62
$317K 0.28%
+5,546
63
$314K 0.28%
+4,500
64
$313K 0.28%
+17,502
65
$302K 0.27%
+1,425
66
$276K 0.24%
+3,231
67
$274K 0.24%
+10,500
68
$271K 0.24%
+2,266
69
$262K 0.23%
+6,264
70
$260K 0.23%
+3,645
71
$248K 0.22%
+1,195
72
$248K 0.22%
+6,842
73
$248K 0.22%
+16,000
74
$247K 0.22%
+6,233
75
$234K 0.21%
+6,592
1 2
3
4 5