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
$53.5M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$15.9K
3 +$13.2K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.27K

Top Sells

1 +$1.03M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.4M 49.26%
911,009
+312,167
2
$15.2M 28.44%
185,740
-12,517
3
$5.8M 10.83%
172,196
+392
4
$4.71M 8.8%
20,402
+69
5
$1.43M 2.67%
15,066
+24