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
$117M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$516K
3
+$280K
4
AAPL icon
Apple
AAPL
+$276K
5
PG icon
Procter & Gamble
PG
+$163K

Top Sells

1
+$512K
2
+$347K
3
+$242K
4
META icon
Meta Platforms (Facebook)
META
+$114K
5
MSFT icon
Microsoft
MSFT
+$104K

Sector Composition

1 Consumer Staples 17.82%
2 Healthcare 12.78%
3 Financials 12.18%
4 Technology 12.04%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.03%
140
177
$31K 0.03%
953
178
$30K 0.03%
254
+180
179
$30K 0.03%
600
180
$30K 0.03%
266
181
$30K 0.03%
1,100
182
$30K 0.03%
968
183
$29K 0.02%
700
184
$29K 0.02%
500
185
$28K 0.02%
345
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186
$27K 0.02%
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187
$27K 0.02%
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188
$27K 0.02%
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189
$26K 0.02%
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190
$26K 0.02%
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$26K 0.02%
300
192
$25K 0.02%
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193
$25K 0.02%
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194
$25K 0.02%
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195
$23K 0.02%
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196
$22K 0.02%
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$22K 0.02%
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$21K 0.02%
200
199
$20K 0.02%
349
200
$19K 0.02%
100
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