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
$154M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$518K
3
+$189K
4
FDX icon
FedEx
FDX
+$117K
5
AMZN icon
Amazon
AMZN
+$108K

Top Sells

1
+$710K
2
+$641K
3
+$504K
4
TD icon
Toronto Dominion Bank
TD
+$108K
5
MSFT icon
Microsoft
MSFT
+$105K

Sector Composition

1 Technology 16.1%
2 Consumer Staples 16.05%
3 Financials 15.21%
4 Healthcare 11.34%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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5 6 7 8
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