MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
-0.89%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+0.28%)
Cap. Flow
+$2.14M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
43.62%
Holding
297
New
4
Increased
39
Reduced
18
Closed
6
Top Buys
| 1 |
Penske Automotive Group
PAG
|
$412K |
| 2 |
Emerson Electric
EMR
|
$292K |
| 3 |
Citigroup
C
|
$276K |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$180K |
| 5 |
American Express
AXP
|
$155K |
Top Sells
| 1 |
Micron Technology
MU
|
$24K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$23.8K |
| 3 |
Bank of America
BAC
|
$23.8K |
| 4 |
Coca-Cola
KO
|
$21.7K |
| 5 |
FIG
Fortress Investment Group Llc
FIG
|
$16K |
Sector Composition
| 1 | Consumer Staples | 16.99% |
| 2 | Healthcare | 12.7% |
| 3 | Financials | 12.61% |
| 4 | Technology | 11.49% |
| 5 | Energy | 9.61% |
