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
$138M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$96.1K
2
+$66K
3
+$15.6K
4
BABA icon
Alibaba
BABA
+$13K
5
HAIN icon
Hain Celestial
HAIN
+$6.38K

Top Sells

1
+$596K
2
+$383K
3
+$268K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K
5
XOM icon
Exxon Mobil
XOM
+$234K

Sector Composition

1 Consumer Staples 16.14%
2 Financials 14.53%
3 Technology 14.36%
4 Healthcare 11.74%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.02%
700
177
$21K 0.02%
383
178
$21K 0.02%
184
179
$21K 0.02%
1,225
180
$20K 0.01%
349
181
$19K 0.01%
500
182
$19K 0.01%
200
183
$18K 0.01%
460
184
$18K 0.01%
200
185
$17K 0.01%
225
-1,300
186
$17K 0.01%
200
187
$17K 0.01%
175
188
$17K 0.01%
480
189
$16K 0.01%
265
190
$15K 0.01%
1,238
191
$15K 0.01%
500
192
$14K 0.01%
320
193
$14K 0.01%
121
194
$13K 0.01%
+75
195
$13K 0.01%
200
196
$13K 0.01%
200
197
$13K 0.01%
300
198
$13K 0.01%
634
199
$12K 0.01%
630
200
$11K 0.01%
100
6 7
8
9 10