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
$135M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$268K
3
+$206K
4
FDX icon
FedEx
FDX
+$200K
5
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$198K

Top Sells

1
+$657K
2
+$335K
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67K 0.05%
1,000
127
$67K 0.05%
1,000
+250
128
$65K 0.05%
719
129
$64K 0.05%
907
130
$63K 0.05%
403
131
$62K 0.05%
661
132
$62K 0.05%
975
133
$62K 0.05%
236
134
$61K 0.05%
666
135
$58K 0.04%
585
-415
136
$55K 0.04%
600
137
$54K 0.04%
2,000
138
$54K 0.04%
1,171
+525
139
$51K 0.04%
535
140
$49K 0.04%
412
141
$48K 0.04%
1,000
142
$47K 0.03%
1,000
143
$46K 0.03%
3,193
144
$45K 0.03%
1,000
145
$43K 0.03%
830
146
$42K 0.03%
875
147
$41K 0.03%
1,000
148
$40K 0.03%
266
149
$39K 0.03%
1,486
150
$39K 0.03%
1,700
+500
4 5
6
7 8