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
76
$250K 0.18%
3,475
77
$244K 0.18%
3,990
78
$244K 0.18%
3,692
79
$236K 0.17%
7,156
+50
80
$231K 0.17%
2,200
81
$217K 0.16%
1,616
82
$214K 0.15%
3,414
83
$207K 0.15%
3,200
84
$207K 0.15%
6,456
85
$193K 0.14%
2,480
+200
86
$192K 0.14%
6,000
87
$192K 0.14%
4,050
88
$191K 0.14%
3,000
89
$186K 0.13%
2,315
-4,767
90
$181K 0.13%
4,725
91
$177K 0.13%
3,550
92
$176K 0.13%
4,000
93
$176K 0.13%
1,690
94
$169K 0.12%
29,250
-500
95
$167K 0.12%
8,000
96
$163K 0.12%
3,383
+5
97
$143K 0.1%
1,705
98
$143K 0.1%
1,257
99
$141K 0.1%
900
100
$138K 0.1%
12,265
2 3
4
5 6