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
$149M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$245K
2 +$229K
3 +$124K
4
AAPL icon
Apple
AAPL
+$44.5K
5
PNR icon
Pentair
PNR
+$17.7K

Top Sells

1 +$257K
2 +$229K
3 +$193K
4
TD icon
Toronto Dominion Bank
TD
+$151K
5
JNJ icon
Johnson & Johnson
JNJ
+$97.3K

Sector Composition

1 Technology 15.77%
2 Consumer Staples 15.68%
3 Financials 14.58%
4 Healthcare 11.96%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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