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
$135M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$268K
3
+$206K
4
FDX icon
FedEx
FDX
+$200K
5
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$198K

Top Sells

1
+$657K
2
+$335K
3
+$145K
4
CELG
Celgene Corp
CELG
+$142K
5
PX
Praxair Inc
PX
+$121K

Sector Composition

1 Consumer Staples 15.68%
2 Financials 15.25%
3 Technology 14.88%
4 Healthcare 12.48%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.33%
5,546
52
$434K 0.32%
2,691
+1,240
53
$433K 0.32%
5,636
54
$427K 0.32%
6,808
55
$358K 0.27%
4,152
56
$349K 0.26%
4,000
57
$347K 0.26%
5,200
-1,598
58
$338K 0.25%
9,400
+5,500
59
$319K 0.24%
11,255
+158
60
$306K 0.23%
1
61
$303K 0.22%
2,266
62
$297K 0.22%
3,475
63
$295K 0.22%
7,379
64
$291K 0.22%
4,068
65
$291K 0.22%
6,264
66
$289K 0.21%
7,379
+57
67
$283K 0.21%
6,525
+300
68
$282K 0.21%
1,800
69
$282K 0.21%
4,133
70
$273K 0.2%
3,725
-4,570
71
$268K 0.2%
+1,525
72
$253K 0.19%
3,415
+1
73
$247K 0.18%
5,000
-1,698
74
$245K 0.18%
1,466
75
$239K 0.18%
3,891
1 2
3
4 5