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
$167M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$231K
2 +$227K
3 +$122K
4
PARA
Paramount Global Class B
PARA
+$115K
5
PNR icon
Pentair
PNR
+$82.8K

Top Sells

1 +$878K
2 +$401K
3 +$198K
4
MA icon
Mastercard
MA
+$125K
5
JNJ icon
Johnson & Johnson
JNJ
+$122K

Sector Composition

1 Technology 17.88%
2 Consumer Staples 15.79%
3 Financials 15.26%
4 Healthcare 11.02%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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2,480
127
$79K 0.05%
1,000
128
$73K 0.04%
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129
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131
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$40K 0.02%
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$37K 0.02%
675