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
101
$113K 0.1%
4,376
102
$108K 0.09%
854
+27
103
$108K 0.09%
800
104
$106K 0.09%
2,175
105
$105K 0.09%
2,168
+4
106
$99K 0.08%
3,900
107
$96K 0.08%
4,000
108
$95K 0.08%
1,666
109
$92K 0.08%
1,886
110
$91K 0.08%
1,200
111
$89K 0.08%
2,000
112
$86K 0.07%
1,600
113
$86K 0.07%
755
114
$84K 0.07%
3,000
115
$82K 0.07%
1,070
116
$81K 0.07%
2,650
117
$78K 0.07%
764
118
$77K 0.07%
3,025
-53
119
$77K 0.07%
1,076
120
$73K 0.06%
1,331
121
$73K 0.06%
5,000
122
$73K 0.06%
900
123
$72K 0.06%
1,164
124
$70K 0.06%
1,900
-100
125
$70K 0.06%
1,100
3 4
5
6 7