MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
-8.47%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-9.9%)
Cap. Flow
+$341K
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
47.35%
Holding
243
New
8
Increased
31
Reduced
29
Closed
18
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$395K |
| 2 |
RHT
Red Hat Inc
RHT
|
$268K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$218K |
| 4 |
Home Depot
HD
|
$206K |
| 5 |
FedEx
FDX
|
$200K |
Top Sells
| 1 |
IBM
IBM
|
$658K |
| 2 |
NXP Semiconductors
NXPI
|
$335K |
| 3 |
PotlatchDeltic
PCH
|
$145K |
| 4 |
CELG
Celgene Corp
CELG
|
$142K |
| 5 |
PX
Praxair Inc
PX
|
$121K |
Sector Composition
| 1 | Consumer Staples | 15.68% |
| 2 | Financials | 15.25% |
| 3 | Technology | 14.88% |
| 4 | Healthcare | 12.48% |
| 5 | Communication Services | 8.43% |
