MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
-0.81%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-1.7%)
Cap. Flow
-$29.2K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
44.04%
Holding
298
New
10
Increased
31
Reduced
23
Closed
5
Top Buys
| 1 |
Penske Automotive Group
PAG
|
$384K |
| 2 |
New Jersey Resources
NJR
|
$355K |
| 3 |
Diageo
DEO
|
$194K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$181K |
| 5 |
Meta Platforms (Facebook)
META
|
$107K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$787K |
| 2 |
Intel
INTC
|
$765K |
| 3 |
Delta Air Lines
DAL
|
$68K |
| 4 |
American Express
AXP
|
$59.1K |
| 5 |
CVD
COVANCE INC.
CVD
|
$56K |
Sector Composition
| 1 | Consumer Staples | 17.57% |
| 2 | Healthcare | 12.84% |
| 3 | Financials | 12.4% |
| 4 | Technology | 11.23% |
| 5 | Energy | 9.96% |
