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
$157M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$409K
2 +$404K
3 +$364K
4
MDLZ icon
Mondelez International
MDLZ
+$335K
5
MMC icon
Marsh & McLennan
MMC
+$322K

Top Sells

1 +$1.85M
2 +$448K
3 +$208K
4
LRCX icon
Lam Research
LRCX
+$120K
5
MA icon
Mastercard
MA
+$104K

Sector Composition

1 Technology 22.91%
2 Consumer Staples 15.03%
3 Financials 13.9%
4 Healthcare 11.6%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-500
177
-250
178
-155
179
-634
180
-201
181
-630