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
101
$132K 0.1%
1,875
102
$130K 0.09%
3,250
103
$128K 0.09%
688
104
$126K 0.09%
375
105
$117K 0.08%
1,666
106
$117K 0.08%
755
107
$112K 0.08%
1,200
108
$111K 0.08%
2,000
+50
109
$111K 0.08%
2,025
-500
110
$109K 0.08%
1,500
111
$109K 0.08%
800
112
$106K 0.08%
1,076
113
$106K 0.08%
1,979
114
$102K 0.07%
1,331
115
$98K 0.07%
2,549
-32
116
$97K 0.07%
649
+3
117
$97K 0.07%
800
118
$94K 0.07%
1,998
+19
119
$94K 0.07%
501
120
$93K 0.07%
1,536
121
$91K 0.07%
1,070
122
$88K 0.06%
2,000
123
$85K 0.06%
2,000
+150
124
$85K 0.06%
1,000
-600
125
$82K 0.06%
403
3 4
5
6 7