MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
+5.08%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.6%)
Cap. Flow
-$3.26M
Cap. Flow
% of AUM
-2.11%
Top 10 Holdings %
Top 10 Hldgs %
49.27%
Holding
221
New
2
Increased
20
Reduced
38
Closed
15
Top Buys
| 1 |
Dow Inc
DOW
|
$864K |
| 2 |
Corteva
CTVA
|
$518K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$189K |
| 4 |
FedEx
FDX
|
$117K |
| 5 |
Amazon
AMZN
|
$108K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$2.63M |
| 2 |
3M
MMM
|
$710K |
| 3 |
Cable One
CABO
|
$504K |
| 4 |
Toronto Dominion Bank
TD
|
$108K |
| 5 |
Microsoft
MSFT
|
$105K |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Consumer Staples | 16.05% |
| 3 | Financials | 15.21% |
| 4 | Healthcare | 11.34% |
| 5 | Communication Services | 8.35% |
