MCA

Mercer Capital Advisers Portfolio holdings

AUM $187M
1-Year Est. Return 24.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$90K
2
+$62.9K
3
+$15.7K
4
BABA icon
Alibaba
BABA
+$13.4K
5
HAIN icon
Hain Celestial
HAIN
+$5.94K

Top Sells

1
+$570K
2
+$362K
3
+$268K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$232K
5
XOM icon
Exxon Mobil
XOM
+$232K

Sector Composition

1 Consumer Staples 16.14%
2 Financials 14.53%
3 Technology 14.36%
4 Healthcare 11.74%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K 0.01%
150
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371
203
$10K 0.01%
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200
205
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104
206
$10K 0.01%
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207
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1,000
209
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$9K 0.01%
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60
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450
214
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500
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$8K 0.01%
275
220
$8K 0.01%
200
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$8K 0.01%
62
222
$7K 0.01%
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$7K 0.01%
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224
$7K 0.01%
382
225
$6K ﹤0.01%
500
6 7 8
9
10