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
$131M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$143K
2 +$125K
3 +$118K
4
PNR icon
Pentair
PNR
+$53.4K
5
LBTYA icon
Liberty Global Class A
LBTYA
+$47.2K

Top Sells

1 +$307K
2 +$281K
3 +$141K
4
NOV icon
NOV
NOV
+$125K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$121K

Sector Composition

1 Consumer Staples 16.21%
2 Technology 13.09%
3 Financials 12.78%
4 Healthcare 12.53%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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152
$56K 0.04%
719
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