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
$138M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$96.1K
2
+$66K
3
+$15.6K
4
BABA icon
Alibaba
BABA
+$13K
5
HAIN icon
Hain Celestial
HAIN
+$6.38K

Top Sells

1
+$596K
2
+$383K
3
+$268K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K
5
XOM icon
Exxon Mobil
XOM
+$234K

Sector Composition

1 Consumer Staples 16.14%
2 Financials 14.53%
3 Technology 14.36%
4 Healthcare 11.74%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.04%
737
-200
152
$46K 0.03%
900
153
$45K 0.03%
1,000
154
$43K 0.03%
830
155
$39K 0.03%
2,153
156
$38K 0.03%
1,000
157
$37K 0.03%
1,200
158
$35K 0.03%
350
-50
159
$35K 0.03%
427
160
$34K 0.02%
349
161
$34K 0.02%
600
162
$33K 0.02%
200
-100
163
$33K 0.02%
600
164
$33K 0.02%
864
165
$30K 0.02%
953
166
$27K 0.02%
666
167
$25K 0.02%
700
168
$24K 0.02%
500
169
$24K 0.02%
800
170
$23K 0.02%
100
171
$23K 0.02%
150
172
$23K 0.02%
200
173
$23K 0.02%
2,500
-4,000
174
$23K 0.02%
400
175
$23K 0.02%
168
5 6
7
8 9