MCA
Mercer Capital Advisers Portfolio holdings
AUM
$187M
1-Year Return
24.57%
This Quarter Return
-16.23%
1 Year Return
+24.57%
3 Year Return
+59.58%
5 Year Return
+116.75%
10 Year Return
–
AUM
$135M
AUM Growth
-$31.2M
(-19%)
Cap. Flow
-$549K
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
54.61%
Holding
197
New
4
Increased
34
Reduced
38
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.08M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$548K |
| 3 |
OceanFirst Financial
OCFC
|
$485K |
| 4 |
American Express
AXP
|
$406K |
| 5 |
Apple
AAPL
|
$395K |
Top Sells
| 1 |
TRCB
Two River Bancorp
TRCB
|
$1.16M |
| 2 |
Philip Morris
PM
|
$442K |
| 3 |
Mondelez International
MDLZ
|
$328K |
| 4 |
Marsh & McLennan
MMC
|
$259K |
| 5 |
Altria Group
MO
|
$250K |
Sector Composition
| 1 | Technology | 19.99% |
| 2 | Consumer Staples | 15.32% |
| 3 | Financials | 14.9% |
| 4 | Healthcare | 12.28% |
| 5 | Communication Services | 7.94% |
