MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
1-Year Return
24.57%
This Quarter Return
+6%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$114M
AUM Growth
+$5.72M
(+5.3%)
Cap. Flow
+$78.4K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
45.2%
Holding
297
New
12
Increased
49
Reduced
34
Closed
11
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$887K |
| 2 |
Merck
MRK
|
$94.4K |
| 3 |
Trip.com Group
TCOM
|
$93K |
| 4 |
Banco Santander
SAN
|
$69K |
| 5 |
GE Aerospace
GE
|
$59.6K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$846K |
| 2 |
IBM
IBM
|
$120K |
| 3 |
Emerson Electric
EMR
|
$90.8K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$86.9K |
| 5 |
CKH
Seacor Holdings Inc.
CKH
|
$81.2K |
Sector Composition
| 1 | Consumer Staples | 16.97% |
| 2 | Healthcare | 12.95% |
| 3 | Financials | 12.63% |
| 4 | Technology | 12.05% |
| 5 | Communication Services | 8.5% |
