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
$112M
AUM Growth
+$310K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$292K
3 +$276K
4
WFM
Whole Foods Market Inc
WFM
+$180K
5
AXP icon
American Express
AXP
+$155K

Top Sells

1 +$24K
2 +$23.8K
3 +$23.8K
4
KO icon
Coca-Cola
KO
+$21.7K
5
PPL icon
PPL Corp
PPL
+$17.4K

Sector Composition

1 Consumer Staples 16.99%
2 Healthcare 12.7%
3 Financials 12.61%
4 Technology 11.49%
5 Energy 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$25K 0.02%
1,000
202
$24K 0.02%
600
203
$24K 0.02%
574
204
$24K 0.02%
+800
205
$23K 0.02%
349
206
$23K 0.02%
454
207
$23K 0.02%
1,000
208
$23K 0.02%
300
209
$22K 0.02%
1,000
210
$22K 0.02%
643
211
$22K 0.02%
2,000
212
$22K 0.02%
400
213
$21K 0.02%
200
214
$21K 0.02%
383
215
$21K 0.02%
400
+100
216
$20K 0.02%
100
217
$20K 0.02%
+1,193
218
$19K 0.02%
1,238
219
$19K 0.02%
100
220
$19K 0.02%
200
221
$19K 0.02%
200
222
$18K 0.02%
693
223
$17K 0.02%
349
224
$17K 0.02%
320
225
$17K 0.02%
168