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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$8.78M
2 +$6.27M
3 +$6.24M
4
PG icon
Procter & Gamble
PG
+$5.09M
5
DIS icon
Walt Disney
DIS
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.66%
2 Healthcare 13.42%
3 Financials 13.03%
4 Technology 11.86%
5 Energy 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$81K 0.07%
+1,331
127
$80K 0.07%
+900
128
$78K 0.07%
+1,000
129
$77K 0.07%
+900
130
$77K 0.07%
+2,650
131
$76K 0.07%
+1,000
132
$74K 0.07%
+1,464
133
$73K 0.06%
+650
134
$72K 0.06%
+1,076
135
$72K 0.06%
+1,000
136
$71K 0.06%
+1,070
137
$71K 0.06%
+1,752
138
$68K 0.06%
+1,375
139
$67K 0.06%
+1,718
140
$67K 0.06%
+1,925
141
$67K 0.06%
+1,000
142
$67K 0.06%
+3,100
143
$66K 0.06%
+1,000
144
$65K 0.06%
+2,750
145
$65K 0.06%
+929
146
$64K 0.06%
+2,500
147
$62K 0.05%
+800
148
$60K 0.05%
+871
149
$59K 0.05%
+1,100
150
$57K 0.05%
+235