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
126
$76K 0.06%
7,500
127
$73K 0.05%
225
128
$71K 0.05%
873
+1
129
$71K 0.05%
1,563
130
$71K 0.05%
1,900
131
$69K 0.05%
975
132
$66K 0.05%
719
133
$66K 0.05%
+1,318
134
$65K 0.05%
2,500
135
$65K 0.05%
1,100
136
$64K 0.05%
500
137
$64K 0.05%
1,000
138
$63K 0.05%
1,486
139
$62K 0.04%
875
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140
$58K 0.04%
1,000
141
$56K 0.04%
412
142
$54K 0.04%
1,000
143
$54K 0.04%
666
144
$54K 0.04%
3,193
145
$53K 0.04%
266
146
$53K 0.04%
791
147
$52K 0.04%
500
148
$51K 0.04%
300
149
$51K 0.04%
750
150
$50K 0.04%
775
-375
4 5
6
7 8