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
$117M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$516K
3
+$280K
4
AAPL icon
Apple
AAPL
+$276K
5
PG icon
Procter & Gamble
PG
+$163K

Top Sells

1
+$512K
2
+$347K
3
+$242K
4
META icon
Meta Platforms (Facebook)
META
+$114K
5
MSFT icon
Microsoft
MSFT
+$104K

Sector Composition

1 Consumer Staples 17.82%
2 Healthcare 12.78%
3 Financials 12.18%
4 Technology 12.04%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.04%
1,000
152
$50K 0.04%
1,796
153
$50K 0.04%
1,066
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154
$50K 0.04%
719
155
$48K 0.04%
412
156
$48K 0.04%
791
157
$46K 0.04%
353
158
$45K 0.04%
575
159
$45K 0.04%
868
+1
160
$44K 0.04%
1,400
161
$43K 0.04%
591
+4
162
$41K 0.04%
900
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163
$41K 0.04%
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164
$41K 0.04%
977
165
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166
$39K 0.03%
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167
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830
168
$39K 0.03%
1,000
169
$38K 0.03%
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172
$32K 0.03%
300
173
$32K 0.03%
800
174
$31K 0.03%
195
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175
$31K 0.03%
2,354
5 6
7
8 9