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
$163M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$220K
2 +$168K
3 +$159K
4
WMT icon
Walmart
WMT
+$112K
5
NIO icon
NIO
NIO
+$53K

Top Sells

1 +$5.49M
2 +$1.45M
3 +$457K
4
AAPL icon
Apple
AAPL
+$433K
5
OCFC icon
OceanFirst Financial
OCFC
+$427K

Sector Composition

1 Technology 24.29%
2 Consumer Staples 15.82%
3 Financials 14.32%
4 Healthcare 11.88%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$28K 0.02%
203
152
$27K 0.02%
609
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153
$26K 0.02%
300
154
$25K 0.02%
2,003
-150
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$25K 0.02%
+750
156
$24K 0.01%
1,200
157
$23K 0.01%
986
-187
158
$22K 0.01%
400
+100
159
$19K 0.01%
400
+80
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