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
$117M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$516K
3
+$280K
4
AAPL icon
Apple
AAPL
+$276K
5
PG icon
Procter & Gamble
PG
+$163K

Top Sells

1
+$512K
2
+$347K
3
+$242K
4
META icon
Meta Platforms (Facebook)
META
+$114K
5
MSFT icon
Microsoft
MSFT
+$104K

Sector Composition

1 Consumer Staples 17.82%
2 Healthcare 12.78%
3 Financials 12.18%
4 Technology 12.04%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$435K 0.37%
5,029
52
$424K 0.36%
5,033
53
$402K 0.34%
5,115
-30
54
$393K 0.34%
5,227
55
$379K 0.32%
9,082
56
$379K 0.32%
3,547
57
$378K 0.32%
9,897
+108
58
$367K 0.31%
12,400
59
$366K 0.31%
9,100
60
$366K 0.31%
6,187
+50
61
$337K 0.29%
5,546
62
$296K 0.25%
7,379
63
$291K 0.25%
6,233
64
$290K 0.25%
4,000
-100
65
$288K 0.25%
4,208
+18
66
$278K 0.24%
2,080
67
$273K 0.23%
4,570
68
$271K 0.23%
10,500
69
$255K 0.22%
3,990
70
$255K 0.22%
6,264
71
$251K 0.21%
2,266
72
$242K 0.21%
3,331
73
$238K 0.2%
9,666
74
$238K 0.2%
5,122
75
$231K 0.2%
1,425
1 2
3
4 5