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
$139M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1 +$154K
2 +$153K
3 +$118K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.7K
5
CABO icon
Cable One
CABO
+$56.5K

Top Sells

1 +$488K
2 +$253K
3 +$128K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$112K
5
SEDG icon
SolarEdge
SEDG
+$59.6K

Sector Composition

1 Technology 15.83%
2 Financials 14.98%
3 Consumer Staples 14.69%
4 Healthcare 11.02%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$14K 0.01%
75
202
$14K 0.01%
100
203
$14K 0.01%
1,238
204
$14K 0.01%
634
205
$13K 0.01%
354
206
$12K 0.01%
200
207
$11K 0.01%
300
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$11K 0.01%
300
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$11K 0.01%
150
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$11K 0.01%
630
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$10K 0.01%
224
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$10K 0.01%
82
213
$10K 0.01%
300
214
$10K 0.01%
104
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$10K 0.01%
450
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$10K 0.01%
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200
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$9K 0.01%
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$9K 0.01%
300
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$9K 0.01%
500
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$9K 0.01%
200
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$9K 0.01%
500
225
$9K 0.01%
250