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
$125M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$155K
2
+$145K
3
+$138K
4
INTC icon
Intel
INTC
+$138K
5
SABR icon
Sabre
SABR
+$134K

Top Sells

1
+$622K
2
+$225K
3
+$201K
4
CKH
Seacor Holdings Inc.
CKH
+$133K
5
AMG icon
Affiliated Managers Group
AMG
+$105K

Sector Composition

1 Consumer Staples 17.39%
2 Healthcare 13.22%
3 Technology 12.3%
4 Financials 11.94%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36K 0.03%
900
177
$36K 0.03%
1,550
178
$35K 0.03%
830
179
$35K 0.03%
500
180
$34K 0.03%
600
181
$34K 0.03%
1,058
+13
182
$34K 0.03%
1,319
+784
183
$34K 0.03%
140
184
$34K 0.03%
950
185
$33K 0.03%
266
186
$32K 0.03%
240
-14
187
$32K 0.03%
2,042
188
$32K 0.03%
1,000
189
$32K 0.03%
600
190
$31K 0.02%
600
191
$31K 0.02%
718
192
$28K 0.02%
953
193
$27K 0.02%
400
-600
194
$27K 0.02%
+201
195
$27K 0.02%
1,000
196
$27K 0.02%
200
197
$26K 0.02%
427
198
$24K 0.02%
643
199
$24K 0.02%
383
200
$22K 0.02%
349
6 7
8
9 10