MI

Mercer Investments Portfolio holdings

AUM $62.6M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.26M
3 +$5.68M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.19M
5
ADX icon
Adams Diversified Equity Fund
ADX
+$2.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.58%
2 Financials 3.8%
3 Technology 3.77%
4 Industrials 3.66%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.41%
+5,187
52
$205K 0.41%
+5,457
53
$201K 0.4%
+2,222