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
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152
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154
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156
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-400
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-4,500
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161
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-1,200
3 4 5 6
7