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
$136M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$579K
2 +$291K
3 +$276K
4
SBUX icon
Starbucks
SBUX
+$247K
5
BAC icon
Bank of America
BAC
+$219K

Top Sells

1 +$327K
2 +$192K
3 +$86.9K
4
KMB icon
Kimberly-Clark
KMB
+$66K
5
GIS icon
General Mills
GIS
+$65K

Sector Composition

1 Financials 15.43%
2 Technology 15.14%
3 Consumer Staples 15.09%
4 Healthcare 11.37%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$12K 0.01%
630
202
$12K 0.01%
100
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$11K 0.01%
82
+22
204
$11K 0.01%
200
205
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104
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$11K 0.01%
200
207
$11K 0.01%
+200
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$10K 0.01%
300
209
$10K 0.01%
150
210
$9K 0.01%
224
211
$9K 0.01%
+300
212
$9K 0.01%
200
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$9K 0.01%
+500
214
$9K 0.01%
200
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500
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82
218
$8K 0.01%
300
219
$8K 0.01%
+160
220
$8K 0.01%
300
221
$8K 0.01%
450
222
$8K 0.01%
275
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$8K 0.01%
200
224
$8K 0.01%
62
225
$7K 0.01%
1,000