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
$180M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$179K
2 +$106K
3 +$62.1K
4
VTRS icon
Viatris
VTRS
+$54K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$50.8K

Top Sells

1 +$342K
2 +$136K
3 +$125K
4
MMM icon
3M
MMM
+$117K
5
XOM icon
Exxon Mobil
XOM
+$94.1K

Sector Composition

1 Technology 24.14%
2 Consumer Staples 15.12%
3 Financials 14.55%
4 Healthcare 11.01%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-400
152
-1,833
153
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154
-1,214
155
-203
156
-400
157
-2,003
158
-400
159
-4,500
160
-400
161
-1,200