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
$44.6M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$222

Top Sells

1 +$4.58M
2 +$3.73M
3 +$1.19M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17M 38.17%
598,842
-41,908
2
$16.2M 36.38%
198,257
+27,090
3
$5.44M 12.2%
171,804
-117,922
4
$4.52M 10.13%
20,333
+1
5
$1.39M 3.13%
15,042
-49,437