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
$135M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$183K
3 +$116K
4
OKE icon
Oneok
OKE
+$76.7K
5
DD icon
DuPont de Nemours
DD
+$60.3K

Sector Composition

1 Consumer Staples 15.62%
2 Financials 14.72%
3 Technology 13.49%
4 Healthcare 12.31%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$50K 0.04%
412
152
$49K 0.04%
1,000
153
$49K 0.04%
666
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$45K 0.03%
300
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$44K 0.03%
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$43K 0.03%
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$43K 0.03%
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$41K 0.03%
2,153
163
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1,000
164
$38K 0.03%
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600
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$33K 0.02%
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$33K 0.02%
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$32K 0.02%
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$31K 0.02%
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$27K 0.02%
953
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$27K 0.02%
666