MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
+5.88%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+4.3%)
Cap. Flow
-$1.65M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
45.03%
Holding
277
New
7
Increased
22
Reduced
44
Closed
11
Top Buys
| 1 |
Wynn Resorts
WYNN
|
$143K |
| 2 |
AT&T
T
|
$125K |
| 3 |
CVS Health
CVS
|
$118K |
| 4 |
Comcast
CMCSA
|
$72.3K |
| 5 |
Pentair
PNR
|
$53.4K |
Top Sells
| 1 |
Penske Automotive Group
PAG
|
$307K |
| 2 |
Colgate-Palmolive
CL
|
$281K |
| 3 |
Walt Disney
DIS
|
$141K |
| 4 |
NOV
NOV
|
$125K |
| 5 |
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% |
