MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
This Quarter Return
+3.08%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+1.9%)
Cap. Flow
-$764K
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
247
New
5
Increased
28
Reduced
29
Closed
2
Top Buys
| 1 |
AT&T
T
|
$154K |
| 2 |
Goldman Sachs JUST US Large Cap Equity ETF
JUST
|
$153K |
| 3 |
Hain Celestial
HAIN
|
$118K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$82.7K |
| 5 |
Cable One
CABO
|
$56.5K |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$488K |
| 2 |
Meta Platforms (Facebook)
META
|
$253K |
| 3 |
Amazon
AMZN
|
$128K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$112K |
| 5 |
SolarEdge
SEDG
|
$59.6K |
Sector Composition
| 1 | Technology | 15.83% |
| 2 | Financials | 14.98% |
| 3 | Consumer Staples | 14.69% |
| 4 | Healthcare | 11.02% |
| 5 | Communication Services | 8.06% |
