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
$138M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$96.1K
2
+$66K
3
+$15.6K
4
BABA icon
Alibaba
BABA
+$13K
5
HAIN icon
Hain Celestial
HAIN
+$6.38K

Top Sells

1
+$596K
2
+$383K
3
+$268K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K
5
XOM icon
Exxon Mobil
XOM
+$234K

Sector Composition

1 Consumer Staples 16.14%
2 Financials 14.53%
3 Technology 14.36%
4 Healthcare 11.74%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.33%
5,546
52
$436K 0.32%
7,937
+1,750
53
$432K 0.31%
4,000
54
$424K 0.31%
5,636
-602
55
$420K 0.3%
14,226
+2
56
$420K 0.3%
4,152
-156
57
$409K 0.3%
6,733
58
$388K 0.28%
3,845
59
$373K 0.27%
1,466
60
$351K 0.25%
4,833
61
$349K 0.25%
1,400
62
$345K 0.25%
2,266
63
$330K 0.24%
4,068
-200
64
$330K 0.24%
10,648
+109
65
$329K 0.24%
3,933
-503
66
$326K 0.24%
6,264
67
$323K 0.23%
4,391
68
$316K 0.23%
7,379
69
$300K 0.22%
1,580
-100
70
$298K 0.22%
1
-2
71
$282K 0.2%
1,600
72
$279K 0.2%
1,800
73
$269K 0.19%
7,515
-5,225
74
$260K 0.19%
4,850
75
$256K 0.19%
9,666
1 2
3
4 5