MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
+1.59%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+1.6%)
Cap. Flow
+$373K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
49.31%
Holding
210
New
4
Increased
19
Reduced
25
Closed
8
Top Buys
| 1 |
FedEx
FDX
|
$1.2M |
| 2 |
Pentair
PNR
|
$318K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$207K |
| 4 |
Topgolf Callaway Brands
MODG
|
$139K |
| 5 |
Baidu
BIDU
|
$139K |
Top Sells
| 1 |
Microsoft
MSFT
|
$317K |
| 2 |
RHT
Red Hat Inc
RHT
|
$286K |
| 3 |
APC
Anadarko Petroleum
APC
|
$240K |
| 4 |
Mastercard
MA
|
$125K |
| 5 |
Toronto Dominion Bank
TD
|
$93.2K |
Sector Composition
| 1 | Consumer Staples | 16.69% |
| 2 | Technology | 16.68% |
| 3 | Financials | 14.81% |
| 4 | Healthcare | 10.6% |
| 5 | Communication Services | 8.14% |
