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
$187M
AUM Growth
+$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$971K
3
+$285K
4
SNAP icon
Snap
SNAP
+$213K
5
WMT icon
Walmart
WMT
+$194K

Top Sells

1
+$570K
2
+$303K
3
+$243K
4
DEO icon
Diageo
DEO
+$234K
5
AXP icon
American Express
AXP
+$203K

Sector Composition

1 Technology 23.05%
2 Financials 15.42%
3 Consumer Staples 13.93%
4 Healthcare 11.36%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.02%
953
152
$33K 0.02%
300
153
– –
-2,500
154
– –
-427
155
– –
-1,100
156
– –
-2,892
157
– –
-609
158
– –
-200
3 4 5 6
7