MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
1-Year Est. Return
24.56%
This Fund
S&P 500
1 Year Est. Return
+24.56%
AUM
$200M
AUM Growth
+$13.5M
(+7.2%)
Holding
159
Top Buys
| 1 | +$472K | |
| 2 | +$454K | |
| 3 | +$413K | |
| 4 |
Merck
MRK
|
+$336K |
| 5 |
Organon & Co
OGN
|
+$215K |
Top Sells
| 1 | +$163K | |
| 2 | +$152K | |
| 3 | +$148K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$144K |
| 5 |
AT&T
T
|
+$104K |
Sector Composition
| 1 | Technology | 23.85% |
| 2 | Financials | 15.45% |
| 3 | Consumer Staples | 13.55% |
| 4 | Healthcare | 11.41% |
| 5 | Communication Services | 10.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Abbott
ABT
$193B
| $40K | 0.02% |
349
|
|
||
152
Netflix
NFLX
$417B
| $40K | 0.02% |
750
|
|
||
153
Prudential Financial
PRU
$34.2B
| $39K | 0.02% |
380
-95
|
|
||
154
AbbVie
ABBV
$406B
| $34K | 0.02% |
300
|
|