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
$107M
AUM Growth
+$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Sells

1 +$539K
2 +$536K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.8M 69.18%
+2,648,743
2
$12.8M 12.03%
+154,051
3
$8.75M 8.2%
214,060
+104,237
4
$3.96M 3.71%
49,262
+21,320
5
$3.49M 3.27%
18,464
+8,232
6
$1.84M 1.73%
+49,054
7
$1.19M 1.12%
+24,000
8
$474K 0.44%
8,738
-9,932
9
$339K 0.32%
5,532
-8,755
10
$10.3K 0.01%
+50